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 | $70,430 | $178,174-60.5% | $156,181-54.9% | $137,256-48.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 16.61% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,160 | $4,972-76.7% | $4,294-73.0% | $4,156-72.1% |
| Participant deferral / active EE | $2,370 | $6,888-65.6% | $6,132-61.4% | $6,407-63.0% |
| Admin fee / account holder | $319 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |