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 | $47,609 | $157,256-69.7% | $141,162-66.3% | $152,861-68.9% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.4%-17.7pp |
| Annual return | 18.05% | 64.32%-46.3pp | 71.39%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,140 | $5,261-78.3% | $4,735-75.9% | $4,762-76.1% |
| Participant deferral / active EE | $2,892 | $7,109-59.3% | $6,709-56.9% | $5,850-50.6% |
| Admin fee / account holder | $4,390 | $12,120-63.8% | $10,261-57.2% | $11,596-62.1% |