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 | $50,158 | $124,281-59.6% | $109,143-54.0% | $167,490-70.1% |
| Participation rate | 69.2% | 79.4%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 16.49% | 26.04%-9.5pp | 25.75%-9.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,660 | $4,207-60.6% | $3,722-55.4% | $4,837-65.7% |
| Participant deferral / active EE | $5,134 | $5,255-2.3% | $4,653+10.3% | $6,341-19.0% |
| Admin fee / account holder | $15,338 | $7,970+92.5% | $6,752+127.2% | $12,309+24.6% |