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 | $47,358 | $86,286-45.1% | $111,297-57.4% | $85,850-44.8% |
| Participation rate | 60.8% | 73.3%-12.5pp | 77.3%-16.5pp | 69.3%-8.5pp |
| Annual return | 22.94% | 19.99%+3.0pp | 54.65%-31.7pp | 318.53%-295.6pp |
| Employer contribution / active EE | $2,834 | $2,043+38.7% | $2,731+3.8% | $2,565+10.5% |
| Participant deferral / active EE | $5,550 | $3,641+52.5% | $4,487+23.7% | $3,952+40.4% |
| Admin fee / account holder | $1,206 | $8,188-85.3% | $7,964-84.9% | $6,260-80.7% |