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 | $53,177 | $115,770-54.1% | $101,248-47.5% | $158,922-66.5% |
| Participation rate | 68.4% | 79.4%-10.9pp | 75.8%-7.4pp | 82.0%-13.5pp |
| Annual return | 14.45% | 56.14%-41.7pp | 46.47%-32.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,168 | $4,175-72.0% | $3,660-68.1% | $4,761-75.5% |
| Participant deferral / active EE | $3,236 | $4,957-34.7% | $4,370-26.0% | $5,982-45.9% |
| Admin fee / account holder | $349 | $7,245-95.2% | $5,945-94.1% | $11,246-96.9% |