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 | $26,890 | $63,346-57.6% | $92,233-70.8% | $70,131-61.7% |
| Participation rate | 58.1% | 68.7%-10.5pp | 76.5%-18.3pp | 69.5%-11.4pp |
| Annual return | 24.43% | 530.12%-505.7pp | 176.28%-151.8pp | 73.14%-48.7pp |
| Employer contribution / active EE | $1,830 | $2,471-25.9% | $3,679-50.3% | $2,342-21.9% |
| Participant deferral / active EE | $2,269 | $2,854-20.5% | $3,897-41.8% | $3,332-31.9% |
| Admin fee / account holder | $1,595 | $3,840-58.5% | $5,194-69.3% | $4,645-65.7% |