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 | $41,209 | $157,256-73.8% | $141,162-70.8% | $152,861-73.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 16.26% | 64.32%-48.1pp | 71.39%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,676 | $5,261-49.1% | $4,735-43.5% | $4,762-43.8% |
| Participant deferral / active EE | $3,345 | $7,109-53.0% | $6,709-50.1% | $5,850-42.8% |
| Admin fee / account holder | $1,333 | $12,120-89.0% | $10,261-87.0% | $11,596-88.5% |