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 | $66,854 | $85,022-21.4% | $70,515-5.2% | $139,434-52.1% |
| Participation rate | 47.6% | 73.9%-26.3pp | 68.3%-20.7pp | 80.3%-32.7pp |
| Annual return | 11.19% | 30.38%-19.2pp | 32.77%-21.6pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,742 | $3,909-55.4% | $2,973-41.4% | $4,751-63.3% |
| Participant deferral / active EE | $2,878 | $5,890-51.1% | $4,567-37.0% | $6,710-57.1% |
| Admin fee / account holder | $3,940 | $8,906-55.8% | $6,412-38.6% | $11,403-65.4% |