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 | $25,946 | $63,346-59.0% | $92,233-71.9% | $70,131-63.0% |
| Participation rate | 59.5% | 68.7%-9.2pp | 76.5%-17.0pp | 69.5%-10.1pp |
| Annual return | 17.66% | 530.12%-512.5pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,288 | $2,471-47.9% | $3,679-65.0% | $2,342-45.0% |
| Participant deferral / active EE | $2,037 | $2,854-28.6% | $3,897-47.7% | $3,332-38.9% |
| Admin fee / account holder | $461 | $3,840-88.0% | $5,194-91.1% | $4,645-90.1% |