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 | $43,331 | $112,096-61.3% | $95,952-54.8% | $158,922-72.7% |
| Participation rate | 69.6% | 79.0%-9.4pp | 77.1%-7.5pp | 82.0%-12.4pp |
| Annual return | 14.45% | 171.09%-156.6pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,657 | $3,198-48.2% | $2,541-34.8% | $4,761-65.2% |
| Participant deferral / active EE | $2,299 | $4,784-51.9% | $4,167-44.8% | $5,982-61.6% |
| Admin fee / account holder | $2,992 | $10,130-70.5% | $6,795-56.0% | $11,246-73.4% |