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 | $51,308 | $106,890-52.0% | $84,015-38.9% | $152,861-66.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 69.0%-9.0pp | 82.4%-22.4pp |
| Annual return | 17.94% | 104.99%-87.1pp | 71.31%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,099 | $2,734-59.8% | $1,983-44.6% | $4,762-76.9% |
| Participant deferral / active EE | $1,292 | $4,011-67.8% | $3,239-60.1% | $5,850-77.9% |
| Admin fee / account holder | $4,424 | $8,285-46.6% | $6,101-27.5% | $11,596-61.9% |