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 | $38,836 | $176,377-78.0% | $134,143-71.0% | $158,922-75.6% |
| Participation rate | 62.5% | 78.7%-16.2pp | 72.2%-9.7pp | 82.0%-19.5pp |
| Annual return | 7.86% | 63.63%-55.8pp | 36.33%-28.5pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,733 | $5,040-45.8% | $3,704-26.2% | $4,761-42.6% |
| Participant deferral / active EE | $4,492 | $4,091+9.8% | $3,499+28.4% | $5,982-24.9% |
| Admin fee / account holder | $12,759 | $8,718+46.4% | $6,684+90.9% | $11,246+13.5% |