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 | $56,955 | $102,616-44.5% | $81,983-30.5% | $158,922-64.2% |
| Participation rate | 58.3% | 75.5%-17.2pp | 69.2%-10.9pp | 82.0%-23.6pp |
| Annual return | 20.91% | 61.04%-40.1pp | 41.31%-20.4pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,385 | $3,240-57.3% | $2,498-44.6% | $4,761-70.9% |
| Participant deferral / active EE | $3,735 | $4,648-19.6% | $3,722+0.3% | $5,982-37.6% |
| Admin fee / account holder | $4,903 | $8,235-40.5% | $5,664-13.4% | $11,246-56.4% |