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 | $20,627 | $49,227-58.1% | $70,449-70.7% | $79,858-74.2% |
| Participation rate | 58.6% | 69.2%-10.6pp | 75.1%-16.4pp | 69.6%-11.0pp |
| Annual return | 54.14% | 30.06%+24.1pp | 109.03%-54.9pp | 31.71%+22.4pp |
| Employer contribution / active EE | $432 | $2,099-79.4% | $2,737-84.2% | $2,471-82.5% |
| Participant deferral / active EE | $1,108 | $2,768-60.0% | $3,709-70.1% | $3,740-70.4% |
| Admin fee / account holder | $430 | $2,878-85.1% | $3,845-88.8% | $5,306-91.9% |