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 | $28,769 | $176,056-83.7% | $159,436-82.0% | $167,490-82.8% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 11.87% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,350 | $5,297-74.5% | $4,829-72.0% | $4,837-72.1% |
| Participant deferral / active EE | $3,183 | $7,750-58.9% | $7,352-56.7% | $6,341-49.8% |
| Admin fee / account holder | $1,819 | $12,554-85.5% | $10,799-83.2% | $12,309-85.2% |