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 | $24,528 | $115,770-78.8% | $101,248-75.8% | $158,922-84.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 16.88% | 56.14%-39.3pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,634 | $4,175-60.9% | $3,660-55.3% | $4,761-65.7% |
| Participant deferral / active EE | $3,323 | $4,957-33.0% | $4,370-24.0% | $5,982-44.4% |
| Admin fee / account holder | $738 | $7,245-89.8% | $5,945-87.6% | $11,246-93.4% |