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 | $30,674 | $58,927-47.9% | $76,817-60.1% | $72,985-58.0% |
| Participation rate | 68.3% | 67.3%+0.9pp | 72.1%-3.8pp | 69.5%-1.2pp |
| Annual return | 18.25% | 2305.64%-2287.4pp | 1166.11%-1147.9pp | 81.00%-62.8pp |
| Employer contribution / active EE | $898 | $1,787-49.8% | $2,302-61.0% | $2,440-63.2% |
| Participant deferral / active EE | $1,380 | $2,690-48.7% | $3,336-58.6% | $3,607-61.7% |
| Admin fee / account holder | $4,015 | $4,013+0.1% | $6,420-37.5% | $5,124-21.6% |