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 | $56,524 | $232,540-75.7% | $185,117-69.5% | $147,584-61.7% |
| Participation rate | 68.4% | 82.4%-13.9pp | 77.3%-8.8pp | 82.8%-14.4pp |
| Annual return | 16.97% | 43.03%-26.1pp | 40.50%-23.5pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,965 | $5,195-42.9% | $4,182-29.1% | $4,876-39.2% |
| Participant deferral / active EE | $5,145 | $5,834-11.8% | $5,045+2.0% | $5,439-5.4% |
| Admin fee / account holder | $5,360 | $10,275-47.8% | $8,159-34.3% | $10,885-50.8% |