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 | $60,463 | $157,256-61.6% | $141,162-57.2% | $152,861-60.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 19.67% | 64.32%-44.7pp | 71.39%-51.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,517 | $5,261-71.2% | $4,735-68.0% | $4,762-68.1% |
| Participant deferral / active EE | $5,472 | $7,109-23.0% | $6,709-18.4% | $5,850-6.5% |
| Admin fee / account holder | $1,453 | $12,120-88.0% | $10,261-85.8% | $11,596-87.5% |