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 | $20,506 | $124,425-83.5% | $112,040-81.7% | $137,256-85.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 14.49% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,532 | $3,411-55.1% | $2,954-48.1% | $4,156-63.1% |
| Participant deferral / active EE | $1,856 | $5,718-67.5% | $5,098-63.6% | $6,407-71.0% |
| Admin fee / account holder | $5,570 | $15,207-63.4% | $12,098-54.0% | $12,270-54.6% |