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 | $29,743 | $115,770-74.3% | $101,248-70.6% | $158,922-81.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 18.17% | 56.14%-38.0pp | 46.47%-28.3pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,810 | $4,175-56.6% | $3,660-50.5% | $4,761-62.0% |
| Participant deferral / active EE | $4,455 | $4,957-10.1% | $4,370+1.9% | $5,982-25.5% |
| Admin fee / account holder | $3,036 | $7,245-58.1% | $5,945-48.9% | $11,246-73.0% |