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 | $56,198 | $107,934-47.9% | $91,989-38.9% | $152,861-63.2% |
| Participation rate | 44.4% | 81.2%-36.7pp | 78.6%-34.2pp | 82.4%-38.0pp |
| Annual return | 17.03% | 89.24%-72.2pp | 69.02%-52.0pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,055 | $4,210-51.2% | $3,452-40.5% | $4,762-56.8% |
| Participant deferral / active EE | $5,357 | $6,364-15.8% | $5,923-9.5% | $5,850-8.4% |
| Admin fee / account holder | $1,281 | $10,520-87.8% | $7,743-83.5% | $11,596-89.0% |