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 | $57,584 | $98,240-41.4% | $82,313-30.0% | $147,584-61.0% |
| Participation rate | 61.5% | 79.7%-18.2pp | 76.9%-15.4pp | 82.8%-21.3pp |
| Annual return | 17.00% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.5pp |
| Employer contribution / active EE | $3,041 | $3,192-4.7% | $2,428+25.2% | $4,876-37.6% |
| Participant deferral / active EE | $3,046 | $4,383-30.5% | $3,706-17.8% | $5,439-44.0% |
| Admin fee / account holder | $7,666 | $8,563-10.5% | $5,608+36.7% | $10,885-29.6% |