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 | $52,999 | $115,770-54.2% | $101,248-47.7% | $158,922-66.7% |
| Participation rate | 59.1% | 79.4%-20.3pp | 75.8%-16.7pp | 82.0%-22.9pp |
| Annual return | 12.28% | 56.14%-43.9pp | 46.47%-34.2pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,286 | $4,175-69.2% | $3,660-64.9% | $4,761-73.0% |
| Participant deferral / active EE | $2,836 | $4,957-42.8% | $4,370-35.1% | $5,982-52.6% |
| Admin fee / account holder | $1,185 | $7,245-83.6% | $5,945-80.1% | $11,246-89.5% |