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 | $46,876 | $115,770-59.5% | $101,248-53.7% | $158,922-70.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 13.56% | 56.14%-42.6pp | 46.47%-32.9pp | 302.83%-289.3pp |
| Employer contribution / active EE | $2,147 | $4,175-48.6% | $3,660-41.3% | $4,761-54.9% |
| Participant deferral / active EE | $4,718 | $4,957-4.8% | $4,370+7.9% | $5,982-21.1% |
| Admin fee / account holder | $540 | $7,245-92.5% | $5,945-90.9% | $11,246-95.2% |