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 | $36,830 | $104,251-64.7% | $91,001-59.5% | $147,584-75.0% |
| Participation rate | 69.2% | 78.2%-9.0pp | 75.6%-6.4pp | 82.8%-13.6pp |
| Annual return | 21.86% | 27.06%-5.2pp | 4.60%+17.3pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,320 | $3,116-57.6% | $2,456-46.3% | $4,876-72.9% |
| Participant deferral / active EE | $2,097 | $4,195-50.0% | $3,547-40.9% | $5,439-61.4% |
| Admin fee / account holder | $4,559 | $8,948-49.0% | $5,417-15.8% | $10,885-58.1% |