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 | $43,208 | $70,669-38.9% | $169,368-74.5% | $75,163-42.5% |
| Participation rate | 54.2% | 64.8%-10.6pp | 77.1%-23.0pp | 67.2%-13.0pp |
| Annual return | 21.15% | 36.36%-15.2pp | 405.60%-384.4pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,850 | $2,211-16.3% | $4,013-53.9% | $2,670-30.7% |
| Participant deferral / active EE | $3,811 | $4,311-11.6% | $6,221-38.7% | $4,125-7.6% |
| Admin fee / account holder | $503 | $5,402-90.7% | $9,003-94.4% | $5,651-91.1% |