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 | $62,557 | $142,405-56.1% | $115,157-45.7% | $152,861-59.1% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 31.07% | 41.48%-10.4pp | 35.60%-4.5pp | 345.32%-314.3pp |
| Employer contribution / active EE | $878 | $4,010-78.1% | $3,179-72.4% | $4,762-81.6% |
| Participant deferral / active EE | $9,500 | $5,164+84.0% | $4,168+127.9% | $5,850+62.4% |
| Admin fee / account holder | $449 | $8,462-94.7% | $7,088-93.7% | $11,596-96.1% |