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 | $55,522 | $101,618-45.4% | $93,063-40.3% | $137,256-59.5% |
| Participation rate | 65.0% | 74.9%-9.9pp | 72.1%-7.1pp | 80.0%-15.0pp |
| Annual return | 13.91% | 223.95%-210.0pp | 34.15%-20.2pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,836 | $2,707-32.2% | $2,476-25.8% | $4,156-55.8% |
| Participant deferral / active EE | $2,256 | $4,279-47.3% | $3,958-43.0% | $6,407-64.8% |
| Admin fee / account holder | $1,806 | $6,198-70.9% | $6,033-70.1% | $12,270-85.3% |