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 | $29,475 | $91,190-67.7% | $178,490-83.5% | $79,858-63.1% |
| Participation rate | 62.8% | 69.2%-6.4pp | 81.9%-19.1pp | 69.6%-6.8pp |
| Annual return | 15.45% | 24.19%-8.7pp | 151.07%-135.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,747 | $3,256-46.4% | $5,011-65.1% | $2,471-29.3% |
| Participant deferral / active EE | $2,330 | $3,236-28.0% | $5,202-55.2% | $3,740-37.7% |
| Admin fee / account holder | $1,663 | $6,751-75.4% | $13,984-88.1% | $5,306-68.7% |