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 | $27,527 | $53,127-48.2% | $86,590-68.2% | $70,131-60.7% |
| Participation rate | 58.1% | 65.3%-7.2pp | 73.5%-15.5pp | 69.5%-11.5pp |
| Annual return | 20.99% | 27.66%-6.7pp | 964.84%-943.8pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,478 | $2,068-28.5% | $2,839-47.9% | $2,342-36.9% |
| Participant deferral / active EE | $2,856 | $2,696+5.9% | $3,609-20.9% | $3,332-14.3% |
| Admin fee / account holder | $519 | $3,585-85.5% | $4,906-89.4% | $4,645-88.8% |