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 | $25,038 | $101,069-75.2% | $81,478-69.3% | $147,584-83.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 18.94% | 32.40%-13.5pp | 38.78%-19.8pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,425 | $3,205-24.3% | $2,568-5.6% | $4,876-50.3% |
| Participant deferral / active EE | $2,425 | $4,242-42.8% | $3,537-31.4% | $5,439-55.4% |
| Admin fee / account holder | $880 | $5,812-84.9% | $4,561-80.7% | $10,885-91.9% |