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 | $34,696 | $106,515-67.4% | $96,683-64.1% | $139,434-75.1% |
| Participation rate | 65.0% | 77.8%-12.8pp | 74.3%-9.3pp | 80.3%-15.3pp |
| Annual return | 11.09% | 38.43%-27.3pp | 35.69%-24.6pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,493 | $4,103-63.6% | $3,737-60.0% | $4,751-68.6% |
| Participant deferral / active EE | $3,013 | $5,454-44.8% | $4,878-38.2% | $6,710-55.1% |
| Admin fee / account holder | $1,788 | $7,877-77.3% | $6,730-73.4% | $11,403-84.3% |