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 | $29,893 | $105,181-71.6% | $159,436-81.3% | $85,850-65.2% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.8%-14.4pp | 69.3%-0.9pp |
| Annual return | 21.61% | 45.07%-23.5pp | 263.57%-242.0pp | 318.53%-296.9pp |
| Employer contribution / active EE | $3,883 | $3,318+17.0% | $4,829-19.6% | $2,565+51.4% |
| Participant deferral / active EE | $7,556 | $5,945+27.1% | $7,352+2.8% | $3,952+91.2% |
| Admin fee / account holder | $6,417 | $6,933-7.5% | $10,799-40.6% | $6,260+2.5% |