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 | $30,480 | $111,724-72.7% | $93,606-67.4% | $145,922-79.1% |
| Participation rate | 64.7% | 74.2%-9.5pp | 68.7%-4.0pp | 80.3%-15.6pp |
| Annual return | 10.39% | 202.98%-192.6pp | 133.20%-122.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,088 | $3,090-64.8% | $2,420-55.1% | $4,660-76.7% |
| Participant deferral / active EE | $3,150 | $4,912-35.9% | $4,411-28.6% | $6,688-52.9% |
| Admin fee / account holder | $2,094 | $10,250-79.6% | $8,285-74.7% | $13,397-84.4% |