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 | $20,048 | $97,044-79.3% | $83,333-75.9% | $135,375-85.2% |
| Participation rate | 46.2% | 80.4%-34.3pp | 77.8%-31.6pp | 82.6%-36.5pp |
| Annual return | 21.84% | 12.31%+9.5pp | 10.63%+11.2pp | 519.73%-497.9pp |
| Employer contribution / active EE | $1,127 | $4,143-72.8% | $3,379-66.7% | $4,779-76.4% |
| Participant deferral / active EE | $1,870 | $5,964-68.6% | $5,565-66.4% | $5,609-66.7% |
| Admin fee / account holder | $865 | $8,380-89.7% | $7,510-88.5% | $10,827-92.0% |