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 | $16,417 | $57,354-71.4% | $83,848-80.4% | $64,186-74.4% |
| Participation rate | 69.7% | 68.6%+1.1pp | 76.1%-6.4pp | 69.6%+0.1pp |
| Annual return | 24.62% | 11.38%+13.2pp | 850.88%-826.3pp | 7.63%+17.0pp |
| Employer contribution / active EE | $1,494 | $2,545-41.3% | $3,631-58.9% | $2,381-37.3% |
| Participant deferral / active EE | $2,532 | $2,993-15.4% | $4,082-38.0% | $3,470-27.0% |
| Admin fee / account holder | $599 | $4,046-85.2% | $5,478-89.1% | $4,888-87.7% |