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 | $34,127 | $72,277-52.8% | $101,248-66.3% | $79,858-57.3% |
| Participation rate | 43.0% | 68.5%-25.4pp | 75.8%-32.8pp | 69.6%-26.6pp |
| Annual return | 74.78% | 22.30%+52.5pp | 46.47%+28.3pp | 31.71%+43.1pp |
| Employer contribution / active EE | $1,013 | $2,692-62.4% | $3,660-72.3% | $2,471-59.0% |
| Participant deferral / active EE | $2,360 | $3,282-28.1% | $4,370-46.0% | $3,740-36.9% |
| Admin fee / account holder | $389 | $4,400-91.2% | $5,945-93.5% | $5,306-92.7% |