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 | $31,108 | $157,256-80.2% | $141,162-78.0% | $152,861-79.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 20.89% | 64.32%-43.4pp | 71.39%-50.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,178 | $5,261-58.6% | $4,735-54.0% | $4,762-54.3% |
| Participant deferral / active EE | $8,988 | $7,109+26.4% | $6,709+34.0% | $5,850+53.6% |
| Admin fee / account holder | $1,938 | $12,120-84.0% | $10,261-81.1% | $11,596-83.3% |