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 | $66,739 | $115,770-42.4% | $101,248-34.1% | $158,922-58.0% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 13.95% | 56.14%-42.2pp | 46.47%-32.5pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,352 | $4,175-67.6% | $3,660-63.1% | $4,761-71.6% |
| Participant deferral / active EE | $4,329 | $4,957-12.7% | $4,370-0.9% | $5,982-27.6% |
| Admin fee / account holder | $729 | $7,245-89.9% | $5,945-87.7% | $11,246-93.5% |