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 | $47,704 | $148,534-67.9% | $135,903-64.9% | $139,434-65.8% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.8pp | 80.3%-33.3pp |
| Annual return | 18.92% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,165 | $5,243-77.8% | $4,856-76.0% | $4,751-75.5% |
| Participant deferral / active EE | $6,488 | $8,100-19.9% | $7,758-16.4% | $6,710-3.3% |
| Admin fee / account holder | $24,010 | $12,400+93.6% | $10,762+123.1% | $11,403+110.6% |