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 | $45,690 | $85,022-46.3% | $70,515-35.2% | $139,434-67.2% |
| Participation rate | 63.2% | 73.9%-10.8pp | 68.3%-5.2pp | 80.3%-17.2pp |
| Annual return | 12.03% | 30.38%-18.4pp | 32.77%-20.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,400 | $3,909-38.6% | $2,973-19.3% | $4,751-49.5% |
| Participant deferral / active EE | $5,999 | $5,890+1.9% | $4,567+31.4% | $6,710-10.6% |
| Admin fee / account holder | $5,561 | $8,906-37.6% | $6,412-13.3% | $11,403-51.2% |