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 | $31,157 | $98,750-68.4% | $149,696-79.2% | $79,858-61.0% |
| Participation rate | 64.4% | 75.8%-11.3pp | 82.5%-18.0pp | 69.6%-5.2pp |
| Annual return | 16.93% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,720 | $3,216-46.5% | $4,644-63.0% | $2,471-30.4% |
| Participant deferral / active EE | $4,220 | $5,680-25.7% | $6,842-38.3% | $3,740+12.8% |
| Admin fee / account holder | $2,350 | $6,053-61.2% | $9,309-74.8% | $5,306-55.7% |