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 | $22,334 | $111,724-80.0% | $93,606-76.1% | $145,922-84.7% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 16.45% | 202.98%-186.5pp | 133.20%-116.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,247 | $3,090-59.6% | $2,420-48.5% | $4,660-73.2% |
| Participant deferral / active EE | $2,699 | $4,912-45.1% | $4,411-38.8% | $6,688-59.6% |
| Admin fee / account holder | $20,154 | $10,250+96.6% | $8,285+143.3% | $13,397+50.4% |