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 | $66,856 | $115,770-42.3% | $101,248-34.0% | $158,922-57.9% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 12.58% | 56.14%-43.6pp | 46.47%-33.9pp | 302.83%-290.2pp |
| Employer contribution / active EE | $8,186 | $4,175+96.1% | $3,660+123.7% | $4,761+71.9% |
| Participant deferral / active EE | $3,667 | $4,957-26.0% | $4,370-16.1% | $5,982-38.7% |
| Admin fee / account holder | $461 | $7,245-93.6% | $5,945-92.2% | $11,246-95.9% |