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 | $65,623 | $112,096-41.5% | $95,952-31.6% | $158,922-58.7% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 13.89% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,580 | $3,198-50.6% | $2,541-37.8% | $4,761-66.8% |
| Participant deferral / active EE | $4,103 | $4,784-14.2% | $4,167-1.5% | $5,982-31.4% |
| Admin fee / account holder | $2,385 | $10,130-76.5% | $6,795-64.9% | $11,246-78.8% |