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 | $43,908 | $148,534-70.4% | $135,903-67.7% | $139,434-68.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 21.30% | 79.19%-57.9pp | 68.23%-46.9pp | 372.94%-351.6pp |
| Employer contribution / active EE | $4,846 | $5,243-7.6% | $4,856-0.2% | $4,751+2.0% |
| Participant deferral / active EE | $12,169 | $8,100+50.2% | $7,758+56.9% | $6,710+81.3% |
| Admin fee / account holder | $3,352 | $12,400-73.0% | $10,762-68.9% | $11,403-70.6% |