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 | $46,296 | $157,256-70.6% | $141,162-67.2% | $152,861-69.7% |
| Participation rate | 61.1% | 84.8%-23.7pp | 82.5%-21.4pp | 82.4%-21.3pp |
| Annual return | 24.15% | 64.32%-40.2pp | 71.39%-47.2pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,252 | $5,261-57.2% | $4,735-52.4% | $4,762-52.7% |
| Participant deferral / active EE | $4,962 | $7,109-30.2% | $6,709-26.0% | $5,850-15.2% |
| Admin fee / account holder | $481 | $12,120-96.0% | $10,261-95.3% | $11,596-95.8% |