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 | $14,545 | $55,453-73.8% | $170,442-91.5% | $62,292-76.6% |
| Participation rate | 69.9% | 66.4%+3.6pp | 83.6%-13.7pp | 69.5%+0.4pp |
| Annual return | 13.48% | 21.38%-7.9pp | 205.93%-192.5pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,327 | $2,164-38.7% | $5,433-75.6% | $2,042-35.0% |
| Participant deferral / active EE | $1,592 | $2,303-30.9% | $4,939-67.8% | $3,169-49.8% |
| Admin fee / account holder | $2,172 | $455+377.4% | $13,880-84.3% | $479+353.2% |