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 | $53,145 | $149,679-64.5% | $117,039-54.6% | $147,584-64.0% |
| Participation rate | 33.3% | 83.5%-50.2pp | 77.2%-43.9pp | 82.8%-49.5pp |
| Annual return | 19.56% | 19.31%+0.2pp | 18.95%+0.6pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,111 | $4,937-77.5% | $3,785-70.7% | $4,876-77.2% |
| Participant deferral / active EE | $1,388 | $4,912-71.7% | $3,929-64.7% | $5,439-74.5% |
| Admin fee / account holder | $3,883 | $7,856-50.6% | $5,974-35.0% | $10,885-64.3% |