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 | $47,576 | $111,724-57.4% | $93,606-49.2% | $145,922-67.4% |
| Participation rate | 61.9% | 74.2%-12.3pp | 68.7%-6.8pp | 80.3%-18.4pp |
| Annual return | 11.51% | 202.98%-191.5pp | 133.20%-121.7pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,068 | $3,090-65.4% | $2,420-55.9% | $4,660-77.1% |
| Participant deferral / active EE | $4,139 | $4,912-15.7% | $4,411-6.2% | $6,688-38.1% |
| Admin fee / account holder | $3,092 | $10,250-69.8% | $8,285-62.7% | $13,397-76.9% |