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 | $50,360 | $127,065-60.4% | $113,168-55.5% | $142,382-64.6% |
| Participation rate | 61.9% | 79.2%-17.3pp | 76.6%-14.7pp | 80.1%-18.2pp |
| Annual return | 15.58% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,411 | $3,442-59.0% | $2,975-52.6% | $4,299-67.2% |
| Participant deferral / active EE | $2,996 | $5,716-47.6% | $5,107-41.3% | $6,507-54.0% |
| Admin fee / account holder | $8,823 | $15,736-43.9% | $12,068-26.9% | $12,624-30.1% |