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 | $50,744 | $112,096-54.7% | $95,952-47.1% | $158,922-68.1% |
| Participation rate | 64.7% | 79.0%-14.3pp | 77.1%-12.4pp | 82.0%-17.3pp |
| Annual return | 18.91% | 171.09%-152.2pp | 91.61%-72.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,501 | $3,198-53.1% | $2,541-40.9% | $4,761-68.5% |
| Participant deferral / active EE | $5,498 | $4,784+14.9% | $4,167+31.9% | $5,982-8.1% |
| Admin fee / account holder | $2,229 | $10,130-78.0% | $6,795-67.2% | $11,246-80.2% |