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 | $31,064 | $96,965-68.0% | $97,995-68.3% | $147,584-79.0% |
| Participation rate | 57.1% | 83.6%-26.5pp | 82.4%-25.2pp | 82.8%-25.7pp |
| Annual return | 20.37% | 24.11%-3.7pp | 23.94%-3.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,110 | $4,536-53.5% | $4,158-49.3% | $4,876-56.7% |
| Participant deferral / active EE | $5,612 | $5,081+10.5% | $5,097+10.1% | $5,439+3.2% |
| Admin fee / account holder | $5,409 | $8,120-33.4% | $5,943-9.0% | $10,885-50.3% |