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 | $28,316 | $63,346-55.3% | $92,233-69.3% | $70,131-59.6% |
| Participation rate | 47.2% | 68.7%-21.5pp | 76.5%-29.3pp | 69.5%-22.3pp |
| Annual return | 16.46% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,080 | $2,471-56.3% | $3,679-70.6% | $2,342-53.9% |
| Participant deferral / active EE | $3,626 | $2,854+27.1% | $3,897-6.9% | $3,332+8.8% |
| Admin fee / account holder | $341 | $3,840-91.1% | $5,194-93.4% | $4,645-92.7% |