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 | $44,157 | $115,882-61.9% | $100,516-56.1% | $158,922-72.2% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 16.03% | 34.79%-18.8pp | 30.89%-14.9pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,025 | $4,103-50.6% | $3,418-40.7% | $4,761-57.5% |
| Participant deferral / active EE | $5,035 | $6,674-24.6% | $6,270-19.7% | $5,982-15.8% |
| Admin fee / account holder | $7,954 | $10,995-27.7% | $8,081-1.6% | $11,246-29.3% |