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 | $26,913 | $51,638-47.9% | $68,368-60.6% | $82,448-67.4% |
| Participation rate | 35.5% | 63.6%-28.1pp | 73.8%-38.2pp | 68.1%-32.5pp |
| Annual return | 15.97% | 37.53%-21.6pp | 292.57%-276.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,002 | $2,047-51.0% | $2,649-62.2% | $2,551-60.7% |
| Participant deferral / active EE | $1,699 | $2,914-41.7% | $4,123-58.8% | $4,139-59.0% |
| Admin fee / account holder | $6,231 | $4,643+34.2% | $5,150+21.0% | $7,234-13.9% |