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 | $41,405 | $165,984-75.1% | $164,813-74.9% | $145,922-71.6% |
| Participation rate | 45.8% | 82.0%-36.2pp | 78.6%-32.8pp | 80.3%-34.4pp |
| Annual return | 9.73% | 100.03%-90.3pp | 69.93%-60.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,979 | $5,273-62.5% | $4,341-54.4% | $4,660-57.5% |
| Participant deferral / active EE | $2,169 | $6,959-68.8% | $6,031-64.0% | $6,688-67.6% |
| Admin fee / account holder | $323 | $16,648-98.1% | $12,690-97.5% | $13,397-97.6% |