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 | $41,958 | $175,202-76.1% | $149,673-72.0% | $139,434-69.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 12.25% | 166.71%-154.5pp | 134.42%-122.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,504 | $5,474-72.5% | $4,818-68.8% | $4,751-68.3% |
| Participant deferral / active EE | $3,560 | $6,519-45.4% | $5,680-37.3% | $6,710-46.9% |
| Admin fee / account holder | $46,757 | $16,150+189.5% | $13,210+254.0% | $11,403+310.1% |