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 | $27,634 | $127,777-78.4% | $106,548-74.1% | $167,490-83.5% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 13.50% | 33.87%-20.4pp | 26.80%-13.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,195 | $3,427-6.8% | $2,819+13.3% | $4,837-34.0% |
| Participant deferral / active EE | $5,379 | $5,087+5.7% | $4,398+22.3% | $6,341-15.2% |
| Admin fee / account holder | $4,390 | $11,228-60.9% | $7,407-40.7% | $12,309-64.3% |