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 | $54,022 | $98,750-45.3% | $149,696-63.9% | $79,858-32.4% |
| Participation rate | 58.0% | 75.8%-17.8pp | 82.5%-24.5pp | 69.6%-11.7pp |
| Annual return | 20.19% | 27.43%-7.2pp | 276.60%-256.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,578 | $3,216-50.9% | $4,644-66.0% | $2,471-36.1% |
| Participant deferral / active EE | $3,549 | $5,680-37.5% | $6,842-48.1% | $3,740-5.1% |
| Admin fee / account holder | $2,484 | $6,053-59.0% | $9,309-73.3% | $5,306-53.2% |