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 | $25,166 | $179,726-86.0% | $156,263-83.9% | $142,382-82.3% |
| Participation rate | 41.2% | 82.1%-40.9pp | 78.9%-37.7pp | 80.1%-38.9pp |
| Annual return | 16.56% | 77.86%-61.3pp | 59.47%-42.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,295 | $5,069-74.5% | $4,333-70.1% | $4,299-69.9% |
| Participant deferral / active EE | $2,226 | $6,956-68.0% | $6,158-63.9% | $6,507-65.8% |
| Admin fee / account holder | $15,423 | $17,272-10.7% | $14,255+8.2% | $12,624+22.2% |