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 | $47,079 | $107,334-56.1% | $92,893-49.3% | $152,861-69.2% |
| Participation rate | 68.2% | 79.8%-11.6pp | 76.0%-7.8pp | 82.4%-14.3pp |
| Annual return | 19.18% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,296 | $4,221-45.6% | $3,653-37.2% | $4,762-51.8% |
| Participant deferral / active EE | $3,860 | $4,845-20.3% | $4,236-8.9% | $5,850-34.0% |
| Admin fee / account holder | $7,858 | $7,079+11.0% | $5,794+35.6% | $11,596-32.2% |