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 | $57,914 | $81,632-29.1% | $70,449-17.8% | $158,922-63.6% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 16.59% | 208.40%-191.8pp | 109.03%-92.4pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,322 | $3,217-27.8% | $2,737-15.1% | $4,761-51.2% |
| Participant deferral / active EE | $4,729 | $4,554+3.9% | $3,709+27.5% | $5,982-20.9% |
| Admin fee / account holder | $3,015 | $6,193-51.3% | $3,845-21.6% | $11,246-73.2% |