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 | $56,283 | $104,251-46.0% | $91,001-38.2% | $147,584-61.9% |
| Participation rate | 66.7% | 78.2%-11.6pp | 75.6%-8.9pp | 82.8%-16.2pp |
| Annual return | 12.99% | 27.06%-14.1pp | 4.60%+8.4pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,234 | $3,116-60.4% | $2,456-49.7% | $4,876-74.7% |
| Participant deferral / active EE | $2,701 | $4,195-35.6% | $3,547-23.9% | $5,439-50.3% |
| Admin fee / account holder | $7,452 | $8,948-16.7% | $5,417+37.6% | $10,885-31.5% |