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 | $31,156 | $115,882-73.1% | $100,516-69.0% | $158,922-80.4% |
| Participation rate | 53.3% | 81.6%-28.2pp | 79.4%-26.1pp | 82.0%-28.6pp |
| Annual return | 14.99% | 34.79%-19.8pp | 30.89%-15.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,617 | $4,103-60.6% | $3,418-52.7% | $4,761-66.0% |
| Participant deferral / active EE | $2,356 | $6,674-64.7% | $6,270-62.4% | $5,982-60.6% |
| Admin fee / account holder | $13,597 | $10,995+23.7% | $8,081+68.3% | $11,246+20.9% |