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 | $27,410 | $51,576-46.9% | $129,207-78.8% | $80,856-66.1% |
| Participation rate | 56.3% | 57.0%-0.7pp | 69.6%-13.3pp | 67.6%-11.3pp |
| Annual return | 13.57% | 20.81%-7.2pp | 9417.33%-9403.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,379 | $1,584-12.9% | $4,153-66.8% | $2,755-49.9% |
| Participant deferral / active EE | $2,274 | $2,669-14.8% | $4,168-45.4% | $4,296-47.1% |
| Admin fee / account holder | $1,757 | $4,305-59.2% | $7,715-77.2% | $6,918-74.6% |