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 | $47,846 | $117,983-59.4% | $101,794-53.0% | $142,382-66.4% |
| Participation rate | 68.4% | 74.2%-5.8pp | 69.2%-0.8pp | 80.1%-11.7pp |
| Annual return | 12.98% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,676 | $2,773-39.5% | $2,289-26.8% | $4,299-61.0% |
| Participant deferral / active EE | $3,105 | $4,714-34.1% | $4,084-24.0% | $6,507-52.3% |
| Admin fee / account holder | $637 | $10,433-93.9% | $8,777-92.7% | $12,624-95.0% |