See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,529 | $93,571-72.7% | $135,903-81.2% | $75,163-66.0% |
| Participation rate | 43.6% | 75.2%-31.6pp | 81.9%-38.3pp | 67.2%-23.6pp |
| Annual return | 22.53% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $2,195 | $3,537-37.9% | $4,856-54.8% | $2,670-17.8% |
| Participant deferral / active EE | $3,052 | $6,404-52.3% | $7,758-60.7% | $4,125-26.0% |
| Admin fee / account holder | $579 | $6,975-91.7% | $10,762-94.6% | $5,651-89.8% |