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 | $33,678 | $152,587-77.9% | $125,175-73.1% | $152,861-78.0% |
| Participation rate | 46.7% | 83.3%-36.7pp | 79.8%-33.1pp | 82.4%-35.8pp |
| Annual return | 16.58% | 54.84%-38.3pp | 43.79%-27.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,544 | $4,946-68.8% | $3,865-60.1% | $4,762-67.6% |
| Participant deferral / active EE | $4,350 | $5,868-25.9% | $4,937-11.9% | $5,850-25.6% |
| Admin fee / account holder | $11,503 | $13,434-14.4% | $9,702+18.6% | $11,596-0.8% |