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 | $41,169 | $81,208-49.3% | $98,907-58.4% | $79,858-48.4% |
| Participation rate | 65.2% | 72.5%-7.3pp | 76.0%-10.9pp | 69.6%-4.5pp |
| Annual return | 15.87% | 60.99%-45.1pp | 196.43%-180.6pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,911 | $1,960-2.5% | $2,689-28.9% | $2,471-22.7% |
| Participant deferral / active EE | $3,974 | $3,265+21.7% | $4,244-6.4% | $3,740+6.2% |
| Admin fee / account holder | $5,438 | $6,013-9.6% | $6,642-18.1% | $5,306+2.5% |