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 | $43,402 | $152,587-71.6% | $125,175-65.3% | $152,861-71.6% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 21.25% | 54.84%-33.6pp | 43.79%-22.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,838 | $4,946-62.8% | $3,865-52.4% | $4,762-61.4% |
| Participant deferral / active EE | $3,984 | $5,868-32.1% | $4,937-19.3% | $5,850-31.9% |
| Admin fee / account holder | $2,125 | $13,434-84.2% | $9,702-78.1% | $11,596-81.7% |