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 | $51,571 | $148,534-65.3% | $135,903-62.1% | $139,434-63.0% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 21.18% | 79.19%-58.0pp | 68.23%-47.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,410 | $5,243-73.1% | $4,856-71.0% | $4,751-70.3% |
| Participant deferral / active EE | $5,112 | $8,100-36.9% | $7,758-34.1% | $6,710-23.8% |
| Admin fee / account holder | $1,644 | $12,400-86.7% | $10,762-84.7% | $11,403-85.6% |