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 | $59,745 | $115,770-48.4% | $101,248-41.0% | $158,922-62.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 15.77% | 56.14%-40.4pp | 46.47%-30.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,734 | $4,175-58.5% | $3,660-52.6% | $4,761-63.6% |
| Participant deferral / active EE | $5,028 | $4,957+1.4% | $4,370+15.1% | $5,982-15.9% |
| Admin fee / account holder | $542 | $7,245-92.5% | $5,945-90.9% | $11,246-95.2% |