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 | $46,967 | $108,919-56.9% | $100,391-53.2% | $145,922-67.8% |
| Participation rate | 52.2% | 82.9%-30.8pp | 81.5%-29.3pp | 80.3%-28.1pp |
| Annual return | 19.34% | 57.88%-38.5pp | 49.20%-29.9pp | 561.29%-541.9pp |
| Employer contribution / active EE | $1,015 | $4,419-77.0% | $3,942-74.3% | $4,660-78.2% |
| Participant deferral / active EE | $2,403 | $8,445-71.5% | $8,082-70.3% | $6,688-64.1% |
| Admin fee / account holder | $12,060 | $9,689+24.5% | $7,899+52.7% | $13,397-10.0% |