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 | $44,485 | $106,515-58.2% | $96,683-54.0% | $139,434-68.1% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 12.82% | 38.43%-25.6pp | 35.69%-22.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,440 | $4,103-64.9% | $3,737-61.5% | $4,751-69.7% |
| Participant deferral / active EE | $1,937 | $5,454-64.5% | $4,878-60.3% | $6,710-71.1% |
| Admin fee / account holder | $309 | $7,877-96.1% | $6,730-95.4% | $11,403-97.3% |