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 | $64,815 | $66,310-2.3% | $93,606-30.8% | $65,185-0.6% |
| Participation rate | 52.5% | 74.0%-21.5pp | 75.8%-23.4pp | 70.2%-17.7pp |
| Annual return | 29.82% | 42.58%-12.8pp | 32.76%-2.9pp | 29.38%+0.4pp |
| Employer contribution / active EE | $1,620 | $2,012-19.5% | $2,718-40.4% | $2,177-25.6% |
| Participant deferral / active EE | $2,662 | $3,342-20.3% | $4,069-34.6% | $3,514-24.2% |
| Admin fee / account holder | $4,967 | $6,897-28.0% | $7,888-37.0% | $847+486.4% |