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 | $54,027 | $97,125-44.4% | $86,233-37.3% | $137,256-60.6% |
| Participation rate | 47.8% | 74.2%-26.4pp | 69.0%-21.2pp | 80.0%-32.1pp |
| Annual return | 16.65% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,238 | $2,841-56.4% | $2,504-50.6% | $4,156-70.2% |
| Participant deferral / active EE | $2,280 | $5,180-56.0% | $4,559-50.0% | $6,407-64.4% |
| Admin fee / account holder | $1,326 | $9,725-86.4% | $8,342-84.1% | $12,270-89.2% |