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 | $49,444 | $165,335-70.1% | $149,696-67.0% | $158,922-68.9% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 17.87% | 348.15%-330.3pp | 276.60%-258.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,769 | $5,103-65.3% | $4,644-61.9% | $4,761-62.9% |
| Participant deferral / active EE | $2,786 | $7,181-61.2% | $6,842-59.3% | $5,982-53.4% |
| Admin fee / account holder | $322 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |