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 | $41,000 | $96,635-57.6% | $86,612-52.7% | $139,434-70.6% |
| Participation rate | 69.2% | 74.4%-5.2pp | 71.7%-2.5pp | 80.3%-11.1pp |
| Annual return | 14.52% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,320 | $3,263-28.9% | $3,022-23.2% | $4,751-51.2% |
| Participant deferral / active EE | $3,188 | $4,836-34.1% | $4,438-28.2% | $6,710-52.5% |
| Admin fee / account holder | $590 | $6,408-90.8% | $5,614-89.5% | $11,403-94.8% |