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 | $55,878 | $183,592-69.6% | $155,567-64.1% | $145,959-61.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 23.09% | 61.24%-38.1pp | 64.74%-41.6pp | 561.95%-538.9pp |
| Employer contribution / active EE | $1,186 | $5,315-77.7% | $4,674-74.6% | $4,661-74.5% |
| Participant deferral / active EE | $8,205 | $6,464+26.9% | $5,628+45.8% | $6,689+22.7% |
| Admin fee / account holder | $29,064 | $19,318+50.5% | $15,916+82.6% | $13,398+116.9% |