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 | $25,120 | $98,750-74.6% | $149,696-83.2% | $79,858-68.5% |
| Participation rate | 69.6% | 75.8%-6.2pp | 82.5%-12.9pp | 69.6%-0.1pp |
| Annual return | 15.93% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,199 | $3,216-62.7% | $4,644-74.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,725 | $5,680-52.0% | $6,842-60.2% | $3,740-27.1% |
| Admin fee / account holder | $737 | $6,053-87.8% | $9,309-92.1% | $5,306-86.1% |