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 | $58,584 | $157,256-62.7% | $141,162-58.5% | $152,861-61.7% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 27.88% | 64.32%-36.4pp | 71.39%-43.5pp | 345.32%-317.4pp |
| Employer contribution / active EE | $3,417 | $5,261-35.1% | $4,735-27.8% | $4,762-28.3% |
| Participant deferral / active EE | $7,215 | $7,109+1.5% | $6,709+7.5% | $5,850+23.3% |
| Admin fee / account holder | $818 | $12,120-93.2% | $10,261-92.0% | $11,596-92.9% |