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 | $49,336 | $85,766-42.5% | $136,294-63.8% | $70,131-29.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 20.94% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,397 | $2,966-52.9% | $4,695-70.2% | $2,342-40.3% |
| Participant deferral / active EE | $7,236 | $5,051+43.2% | $6,247+15.8% | $3,332+117.2% |
| Admin fee / account holder | $12,901 | $5,420+138.0% | $9,243+39.6% | $4,645+177.7% |