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 | $34,774 | $209,411-83.4% | $178,490-80.5% | $158,922-78.1% |
| Participation rate | 55.0% | 86.3%-31.3pp | 81.9%-26.9pp | 82.0%-27.0pp |
| Annual return | 8.41% | 188.75%-180.3pp | 151.07%-142.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $1,535 | $5,706-73.1% | $5,011-69.4% | $4,761-67.8% |
| Participant deferral / active EE | $4,127 | $5,954-30.7% | $5,202-20.7% | $5,982-31.0% |
| Admin fee / account holder | $15,007 | $17,074-12.1% | $13,984+7.3% | $11,246+33.4% |