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 | $28,034 | $106,890-73.8% | $84,015-66.6% | $152,861-81.7% |
| Participation rate | 54.5% | 75.2%-20.7pp | 69.0%-14.5pp | 82.4%-27.9pp |
| Annual return | 13.28% | 104.99%-91.7pp | 71.31%-58.0pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,361 | $2,734-13.7% | $1,983+19.0% | $4,762-50.4% |
| Participant deferral / active EE | $3,531 | $4,011-12.0% | $3,239+9.0% | $5,850-39.6% |
| Admin fee / account holder | $403 | $8,285-95.1% | $6,101-93.4% | $11,596-96.5% |