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 | $59,048 | $107,334-45.0% | $92,893-36.4% | $152,861-61.4% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.0%-14.5pp | 82.4%-20.9pp |
| Annual return | 23.99% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,896 | $4,221-55.1% | $3,653-48.1% | $4,762-60.2% |
| Participant deferral / active EE | $5,234 | $4,845+8.0% | $4,236+23.6% | $5,850-10.5% |
| Admin fee / account holder | $706 | $7,079-90.0% | $5,794-87.8% | $11,596-93.9% |