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 | $26,021 | $73,933-64.8% | $96,683-73.1% | $75,163-65.4% |
| Participation rate | 52.9% | 66.4%-13.5pp | 74.3%-21.4pp | 67.2%-14.3pp |
| Annual return | 21.72% | 26.70%-5.0pp | 35.69%-14.0pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,071 | $2,928-63.4% | $3,737-71.3% | $2,670-59.9% |
| Participant deferral / active EE | $1,744 | $3,659-52.3% | $4,878-64.2% | $4,125-57.7% |
| Admin fee / account holder | $492 | $5,216-90.6% | $6,730-92.7% | $5,651-91.3% |