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 | $112,439 | $162,781-30.9% | $133,956-16.1% | $158,922-29.2% |
| Participation rate | 62.5% | 83.2%-20.7pp | 79.8%-17.3pp | 82.0%-19.5pp |
| Annual return | 19.30% | 41.94%-22.6pp | 45.09%-25.8pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,230 | $4,975-75.3% | $3,919-68.6% | $4,761-74.2% |
| Participant deferral / active EE | $2,223 | $5,911-62.4% | $5,048-56.0% | $5,982-62.8% |
| Admin fee / account holder | $621 | $11,736-94.7% | $8,927-93.0% | $11,246-94.5% |