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 | $22,646 | $58,208-61.1% | $81,812-72.3% | $80,856-72.0% |
| Participation rate | 64.6% | 63.4%+1.2pp | 72.3%-7.8pp | 67.6%-3.1pp |
| Annual return | 26.90% | 41.66%-14.8pp | 773.79%-746.9pp | 35.59%-8.7pp |
| Employer contribution / active EE | $1,118 | $2,340-52.2% | $2,912-61.6% | $2,755-59.4% |
| Participant deferral / active EE | $2,846 | $3,281-13.2% | $4,319-34.1% | $4,296-33.7% |
| Admin fee / account holder | $487 | $4,981-90.2% | $7,386-93.4% | $6,918-93.0% |