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 | $56,209 | $115,770-51.4% | $101,248-44.5% | $158,922-64.6% |
| Participation rate | 41.2% | 79.4%-38.2pp | 75.8%-34.6pp | 82.0%-40.8pp |
| Annual return | 38.97% | 56.14%-17.2pp | 46.47%-7.5pp | 302.83%-263.9pp |
| Employer contribution / active EE | $1,051 | $4,175-74.8% | $3,660-71.3% | $4,761-77.9% |
| Participant deferral / active EE | $3,778 | $4,957-23.8% | $4,370-13.6% | $5,982-36.8% |
| Admin fee / account holder | $842 | $7,245-88.4% | $5,945-85.8% | $11,246-92.5% |