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 | $29,517 | $58,208-49.3% | $81,812-63.9% | $80,856-63.5% |
| Participation rate | 62.8% | 63.4%-0.6pp | 72.3%-9.6pp | 67.6%-4.8pp |
| Annual return | 15.99% | 41.66%-25.7pp | 773.79%-757.8pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,206 | $2,340-48.4% | $2,912-58.6% | $2,755-56.2% |
| Participant deferral / active EE | $1,621 | $3,281-50.6% | $4,319-62.5% | $4,296-62.3% |
| Admin fee / account holder | $6,048 | $4,981+21.4% | $7,386-18.1% | $6,918-12.6% |