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 | $42,249 | $96,965-56.4% | $97,995-56.9% | $147,584-71.4% |
| Participation rate | 50.0% | 83.6%-33.6pp | 82.4%-32.4pp | 82.8%-32.8pp |
| Annual return | 11.12% | 24.11%-13.0pp | 23.94%-12.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,015 | $4,536-55.6% | $4,158-51.5% | $4,876-58.7% |
| Participant deferral / active EE | $3,266 | $5,081-35.7% | $5,097-35.9% | $5,439-40.0% |
| Admin fee / account holder | $394 | $8,120-95.1% | $5,943-93.4% | $10,885-96.4% |