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 | $28,785 | $165,912-82.7% | $122,332-76.5% | $147,584-80.5% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 50.94% | 34.55%+16.4pp | 30.27%+20.7pp | 578.55%-527.6pp |
| Employer contribution / active EE | $1,678 | $5,754-70.8% | $4,050-58.6% | $4,876-65.6% |
| Participant deferral / active EE | $3,155 | $4,005-21.2% | $3,287-4.0% | $5,439-42.0% |
| Admin fee / account holder | $13,181 | $7,424+77.6% | $5,478+140.6% | $10,885+21.1% |