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 | $35,402 | $98,240-64.0% | $82,313-57.0% | $147,584-76.0% |
| Participation rate | 28.6% | 79.7%-51.2pp | 76.9%-48.3pp | 82.8%-54.3pp |
| Annual return | 13.82% | 30.85%-17.0pp | 25.88%-12.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,841 | $3,192-42.3% | $2,428-24.2% | $4,876-62.2% |
| Participant deferral / active EE | $3,845 | $4,383-12.3% | $3,706+3.8% | $5,439-29.3% |
| Admin fee / account holder | $5,385 | $8,563-37.1% | $5,608-4.0% | $10,885-50.5% |