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 | $39,465 | $102,616-61.5% | $81,983-51.9% | $158,922-75.2% |
| Participation rate | 43.8% | 75.5%-31.8pp | 69.2%-25.5pp | 82.0%-38.2pp |
| Annual return | 19.31% | 61.04%-41.7pp | 41.31%-22.0pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,607 | $3,240-50.4% | $2,498-35.7% | $4,761-66.3% |
| Participant deferral / active EE | $3,019 | $4,648-35.1% | $3,722-18.9% | $5,982-49.5% |
| Admin fee / account holder | $10,227 | $8,235+24.2% | $5,664+80.6% | $11,246-9.1% |