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 | $44,093 | $157,256-72.0% | $141,162-68.8% | $152,861-71.2% |
| Participation rate | 61.9% | 84.8%-22.9pp | 82.5%-20.6pp | 82.4%-20.5pp |
| Annual return | 30.61% | 64.32%-33.7pp | 71.39%-40.8pp | 345.32%-314.7pp |
| Employer contribution / active EE | $1,372 | $5,261-73.9% | $4,735-71.0% | $4,762-71.2% |
| Participant deferral / active EE | $5,242 | $7,109-26.3% | $6,709-21.9% | $5,850-10.4% |
| Admin fee / account holder | $688 | $12,120-94.3% | $10,261-93.3% | $11,596-94.1% |