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 | $53,568 | $115,770-53.7% | $101,248-47.1% | $158,922-66.3% |
| Participation rate | 52.4% | 79.4%-27.0pp | 75.8%-23.4pp | 82.0%-29.6pp |
| Annual return | 13.89% | 56.14%-42.2pp | 46.47%-32.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,474 | $4,175-64.7% | $3,660-59.7% | $4,761-69.0% |
| Participant deferral / active EE | $3,750 | $4,957-24.4% | $4,370-14.2% | $5,982-37.3% |
| Admin fee / account holder | $6,763 | $7,245-6.7% | $5,945+13.7% | $11,246-39.9% |