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 | $50,535 | $99,032-49.0% | $80,019-36.8% | $135,375-62.7% |
| Participation rate | 26.7% | 78.4%-51.7pp | 75.8%-49.2pp | 82.6%-56.0pp |
| Annual return | 1.49% | 15.39%-13.9pp | 11.22%-9.7pp | 519.73%-518.2pp |
| Employer contribution / active EE | $1,016 | $3,043-66.6% | $2,468-58.8% | $4,779-78.7% |
| Participant deferral / active EE | $4,608 | $4,282+7.6% | $3,686+25.0% | $5,609-17.8% |
| Admin fee / account holder | $448 | $10,436-95.7% | $6,521-93.1% | $10,827-95.9% |