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 | $64,418 | $70,669-8.8% | $169,368-62.0% | $75,163-14.3% |
| Participation rate | 48.0% | 64.8%-16.8pp | 77.1%-29.1pp | 67.2%-19.2pp |
| Annual return | 24.06% | 36.36%-12.3pp | 405.60%-381.5pp | 160.62%-136.6pp |
| Employer contribution / active EE | $1,138 | $2,211-48.5% | $4,013-71.6% | $2,670-57.4% |
| Participant deferral / active EE | $2,183 | $4,311-49.3% | $6,221-64.9% | $4,125-47.1% |
| Admin fee / account holder | $1,667 | $5,402-69.1% | $9,003-81.5% | $5,651-70.5% |