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 | $54,386 | $175,202-69.0% | $149,673-63.7% | $139,434-61.0% |
| Participation rate | 59.1% | 83.4%-24.3pp | 78.8%-19.7pp | 80.3%-21.2pp |
| Annual return | 19.20% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,486 | $5,474-72.9% | $4,818-69.2% | $4,751-68.7% |
| Participant deferral / active EE | $5,156 | $6,519-20.9% | $5,680-9.2% | $6,710-23.2% |
| Admin fee / account holder | $582 | $16,150-96.4% | $13,210-95.6% | $11,403-94.9% |