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 | $34,521 | $60,165-42.6% | $74,183-53.5% | $55,167-37.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 76.6%-10.0pp | 69.0%-2.3pp |
| Annual return | 16.62% | 10.00%+6.6pp | 17.74%-1.1pp | 169.23%-152.6pp |
| Employer contribution / active EE | $1,650 | $1,600+3.1% | $2,370-30.4% | $1,963-15.9% |
| Participant deferral / active EE | $5,746 | $2,973+93.3% | $3,550+61.9% | $3,054+88.1% |
| Admin fee / account holder | $7,809 | $419+1762.3% | $5,586+39.8% | $504+1449.7% |