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 | $41,461 | $118,919-65.1% | $88,538-53.2% | $152,861-72.9% |
| Participation rate | 53.8% | 73.4%-19.5pp | 68.7%-14.9pp | 82.4%-28.6pp |
| Annual return | 22.75% | 47.92%-25.2pp | 43.64%-20.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,889 | $2,669-29.2% | $2,098-9.9% | $4,762-60.3% |
| Participant deferral / active EE | $2,445 | $3,549-31.1% | $2,914-16.1% | $5,850-58.2% |
| Admin fee / account holder | $14,364 | $5,876+144.4% | $4,310+233.2% | $11,596+23.9% |