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 | $52,765 | $142,405-62.9% | $115,157-54.2% | $152,861-65.5% |
| Participation rate | 60.9% | 82.4%-21.5pp | 75.9%-15.0pp | 82.4%-21.6pp |
| Annual return | 19.24% | 41.48%-22.2pp | 35.60%-16.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,804 | $4,010-5.1% | $3,179+19.7% | $4,762-20.1% |
| Participant deferral / active EE | $2,410 | $5,164-53.3% | $4,168-42.2% | $5,850-58.8% |
| Admin fee / account holder | $700 | $8,462-91.7% | $7,088-90.1% | $11,596-94.0% |