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 | $32,380 | $77,813-58.4% | $123,544-73.8% | $64,186-49.6% |
| Participation rate | 64.7% | 74.7%-10.0pp | 82.3%-17.6pp | 69.6%-4.9pp |
| Annual return | 13.16% | 12.48%+0.7pp | 119.20%-106.0pp | 7.63%+5.5pp |
| Employer contribution / active EE | $3,777 | $3,014+25.3% | $4,628-18.4% | $2,381+58.6% |
| Participant deferral / active EE | $8,514 | $5,240+62.5% | $6,426+32.5% | $3,470+145.4% |
| Admin fee / account holder | $9,640 | $5,519+74.7% | $9,284+3.8% | $4,888+97.2% |