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 | $28,919 | $115,770-75.0% | $101,248-71.4% | $158,922-81.8% |
| Participation rate | 69.2% | 79.4%-10.1pp | 75.8%-6.6pp | 82.0%-12.7pp |
| Annual return | 10.10% | 56.14%-46.0pp | 46.47%-36.4pp | 302.83%-292.7pp |
| Employer contribution / active EE | $4,371 | $4,175+4.7% | $3,660+19.5% | $4,761-8.2% |
| Participant deferral / active EE | $3,023 | $4,957-39.0% | $4,370-30.8% | $5,982-49.5% |
| Admin fee / account holder | $15,541 | $7,245+114.5% | $5,945+161.4% | $11,246+38.2% |