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 | $58,549 | $126,519-53.7% | $106,201-44.9% | $145,959-59.9% |
| Participation rate | 57.9% | 77.7%-19.8pp | 75.3%-17.4pp | 80.3%-22.4pp |
| Annual return | 15.21% | 225.10%-209.9pp | 116.26%-101.1pp | 561.95%-546.7pp |
| Employer contribution / active EE | $1,205 | $3,726-67.7% | $3,170-62.0% | $4,661-74.1% |
| Participant deferral / active EE | $1,679 | $5,716-70.6% | $5,012-66.5% | $6,689-74.9% |
| Admin fee / account holder | $4,345 | $17,312-74.9% | $11,039-60.6% | $13,398-67.6% |