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 | $46,424 | $177,572-73.9% | $154,803-70.0% | $142,382-67.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 12.93% | 65.07%-52.1pp | 58.88%-46.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,567 | $4,810-67.4% | $4,305-63.6% | $4,299-63.5% |
| Participant deferral / active EE | $13,713 | $6,272+118.7% | $5,540+147.5% | $6,507+110.7% |
| Admin fee / account holder | $29,419 | $16,786+75.3% | $14,329+105.3% | $12,624+133.0% |