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 | $50,038 | $110,261-54.6% | $95,745-47.7% | $139,434-64.1% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 15.71% | 27.11%-11.4pp | 28.35%-12.6pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,693 | $3,257-48.0% | $2,835-40.3% | $4,751-64.4% |
| Participant deferral / active EE | $2,200 | $4,676-52.9% | $4,245-48.2% | $6,710-67.2% |
| Admin fee / account holder | $1,396 | $6,613-78.9% | $5,678-75.4% | $11,403-87.8% |