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 | $57,286 | $157,256-63.6% | $141,162-59.4% | $152,861-62.5% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.4%-19.3pp |
| Annual return | 17.10% | 64.32%-47.2pp | 71.39%-54.3pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,874 | $5,261-64.4% | $4,735-60.4% | $4,762-60.7% |
| Participant deferral / active EE | $4,060 | $7,109-42.9% | $6,709-39.5% | $5,850-30.6% |
| Admin fee / account holder | $20,149 | $12,120+66.2% | $10,261+96.4% | $11,596+73.8% |