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 | $47,587 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 41.2% | 84.0%-42.8pp | 82.3%-41.1pp | 80.1%-38.9pp |
| Annual return | 13.29% | 70.24%-56.9pp | 62.55%-49.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,014 | $4,961-59.4% | $4,693-57.1% | $4,299-53.2% |
| Participant deferral / active EE | $5,525 | $8,310-33.5% | $7,997-30.9% | $6,507-15.1% |
| Admin fee / account holder | $81,052 | $14,846+445.9% | $13,435+503.3% | $12,624+542.1% |