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 | $52,270 | $178,174-70.7% | $156,181-66.5% | $137,256-61.9% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 11.01% | 84.19%-73.2pp | 64.87%-53.9pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,175 | $4,972-56.3% | $4,294-49.4% | $4,156-47.7% |
| Participant deferral / active EE | $4,234 | $6,888-38.5% | $6,132-31.0% | $6,407-33.9% |
| Admin fee / account holder | $17,270 | $17,404-0.8% | $14,586+18.4% | $12,270+40.7% |