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 | $32,168 | $99,985-67.8% | $146,665-78.1% | $85,850-62.5% |
| Participation rate | 61.5% | 73.1%-11.5pp | 80.1%-18.5pp | 69.3%-7.8pp |
| Annual return | 16.18% | 18.93%-2.7pp | 22.74%-6.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,333 | $2,559+30.3% | $4,136-19.4% | $2,565+29.9% |
| Participant deferral / active EE | $6,265 | $4,006+56.4% | $5,506+13.8% | $3,952+58.5% |
| Admin fee / account holder | $488 | $7,702-93.7% | $10,280-95.3% | $6,260-92.2% |