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 | $179,726-70.9% | $156,263-66.5% | $142,382-63.3% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 11.01% | 77.86%-66.8pp | 59.47%-48.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,175 | $5,069-57.1% | $4,333-49.8% | $4,299-49.4% |
| Participant deferral / active EE | $4,234 | $6,956-39.1% | $6,158-31.2% | $6,507-34.9% |
| Admin fee / account holder | $17,270 | $17,2720% | $14,255+21.2% | $12,624+36.8% |