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 | $53,221 | $116,175-54.2% | $93,606-43.1% | $152,861-65.2% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.4%-25.3pp |
| Annual return | 20.92% | 35.96%-15.0pp | 32.76%-11.8pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,055 | $3,218-67.2% | $2,718-61.2% | $4,762-77.9% |
| Participant deferral / active EE | $2,231 | $4,603-51.5% | $4,069-45.2% | $5,850-61.9% |
| Admin fee / account holder | $4,177 | $10,748-61.1% | $7,888-47.0% | $11,596-64.0% |