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 | $22,956 | $77,813-70.5% | $123,544-81.4% | $64,186-64.2% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | 40.36% | 12.48%+27.9pp | 119.20%-78.8pp | 7.63%+32.7pp |
| Employer contribution / active EE | $2,214 | $3,014-26.5% | $4,628-52.2% | $2,381-7.0% |
| Participant deferral / active EE | $4,341 | $5,240-17.2% | $6,426-32.4% | $3,470+25.1% |
| Admin fee / account holder | $4,787 | $5,519-13.3% | $9,284-48.4% | $4,888-2.1% |