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 | $12,667 | $74,888-83.1% | $71,209-82.2% | $142,382-91.1% |
| Participation rate | 60.9% | 76.2%-15.4pp | 73.8%-12.9pp | 80.1%-19.3pp |
| Annual return | 16.19% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,296 | $2,854-54.6% | $2,721-52.4% | $4,299-69.8% |
| Participant deferral / active EE | $2,029 | $4,454-54.5% | $4,175-51.4% | $6,507-68.8% |
| Admin fee / account holder | $5,351 | $5,568-3.9% | $5,3490% | $12,624-57.6% |