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 | $54,709 | $104,974-47.9% | $95,585-42.8% | $142,382-61.6% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.1%-9.6pp | 80.1%-17.6pp |
| Annual return | 15.37% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,183 | $2,779-57.4% | $2,527-53.2% | $4,299-72.5% |
| Participant deferral / active EE | $1,629 | $4,352-62.6% | $4,023-59.5% | $6,507-75.0% |
| Admin fee / account holder | $2,417 | $6,386-62.2% | $6,127-60.6% | $12,624-80.9% |