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 | $23,099 | $58,694-60.6% | $142,863-83.8% | $85,850-73.1% |
| Participation rate | 63.6% | 58.5%+5.2pp | 71.9%-8.3pp | 69.3%-5.7pp |
| Annual return | 18.53% | 27.72%-9.2pp | 5637.54%-5619.0pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,337 | $1,423-6.0% | $4,144-67.7% | $2,565-47.9% |
| Participant deferral / active EE | $1,855 | $2,607-28.8% | $3,837-51.6% | $3,952-53.1% |
| Admin fee / account holder | $1,336 | $4,239-68.5% | $6,560-79.6% | $6,260-78.7% |