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 | $65,072 | $51,576+26.2% | $129,207-49.6% | $80,856-19.5% |
| Participation rate | 52.2% | 57.0%-4.8pp | 69.6%-17.4pp | 67.6%-15.4pp |
| Annual return | 13.60% | 20.81%-7.2pp | 9417.33%-9403.7pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,424 | $1,584-10.1% | $4,153-65.7% | $2,755-48.3% |
| Participant deferral / active EE | $2,594 | $2,669-2.8% | $4,168-37.8% | $4,296-39.6% |
| Admin fee / account holder | $1,241 | $4,305-71.2% | $7,715-83.9% | $6,918-82.1% |