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 | $57,386 | $112,881-49.2% | $90,951-36.9% | $158,922-63.9% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 17.36% | 215.79%-198.4pp | 134.60%-117.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,314 | $2,893-54.6% | $2,122-38.1% | $4,761-72.4% |
| Participant deferral / active EE | $4,907 | $4,128+18.9% | $3,373+45.5% | $5,982-18.0% |
| Admin fee / account holder | $411 | $8,041-94.9% | $5,959-93.1% | $11,246-96.3% |