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 | $47,673 | $115,770-58.8% | $101,248-52.9% | $158,922-70.0% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.78% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,161 | $4,175-48.2% | $3,660-40.9% | $4,761-54.6% |
| Participant deferral / active EE | $3,424 | $4,957-30.9% | $4,370-21.6% | $5,982-42.8% |
| Admin fee / account holder | $437 | $7,245-94.0% | $5,945-92.7% | $11,246-96.1% |