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 | $54,464 | $133,922-59.3% | $116,228-53.1% | $142,382-61.7% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.6%-16.7pp | 80.1%-22.2pp |
| Annual return | 15.99% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,217 | $3,446-6.6% | $2,994+7.4% | $4,299-25.2% |
| Participant deferral / active EE | $7,481 | $5,672+31.9% | $4,953+51.0% | $6,507+15.0% |
| Admin fee / account holder | $6,866 | $14,945-54.1% | $11,989-42.7% | $12,624-45.6% |