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 | $30,596 | $100,773-69.6% | $88,946-65.6% | $142,382-78.5% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 17.06% | 70.18%-53.1pp | 57.82%-40.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,692 | $2,918-42.0% | $2,555-33.8% | $4,299-60.6% |
| Participant deferral / active EE | $3,152 | $5,230-39.7% | $4,581-31.2% | $6,507-51.6% |
| Admin fee / account holder | $3,975 | $9,693-59.0% | $8,261-51.9% | $12,624-68.5% |