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 | $56,300 | $107,334-47.5% | $92,893-39.4% | $152,861-63.2% |
| Participation rate | 58.8% | 79.8%-21.0pp | 76.0%-17.2pp | 82.4%-23.6pp |
| Annual return | 24.08% | 145.58%-121.5pp | 109.41%-85.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,093 | $4,221-74.1% | $3,653-70.1% | $4,762-77.0% |
| Participant deferral / active EE | $2,673 | $4,845-44.8% | $4,236-36.9% | $5,850-54.3% |
| Admin fee / account holder | $4,142 | $7,079-41.5% | $5,794-28.5% | $11,596-64.3% |