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 | $41,832 | $109,359-61.7% | $162,163-74.2% | $72,985-42.7% |
| Participation rate | 63.3% | 84.3%-20.9pp | 87.6%-24.2pp | 69.5%-6.2pp |
| Annual return | 36.73% | 25.46%+11.3pp | 115.59%-78.9pp | 81.00%-44.3pp |
| Employer contribution / active EE | $2,629 | $3,907-32.7% | $5,614-53.2% | $2,440+7.8% |
| Participant deferral / active EE | $6,305 | $5,481+15.0% | $7,298-13.6% | $3,607+74.8% |
| Admin fee / account holder | $624 | $7,972-92.2% | $10,843-94.2% | $5,124-87.8% |