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 | $44,085 | $108,172-59.2% | $77,482-43.1% | $158,922-72.3% |
| Participation rate | 53.8% | 64.4%-10.6pp | 54.2%-0.3pp | 82.0%-28.1pp |
| Annual return | 15.59% | 31.67%-16.1pp | 54.79%-39.2pp | 302.83%-287.2pp |
| Employer contribution / active EE | $1,253 | $1,325-5.4% | $986+27.0% | $4,761-73.7% |
| Participant deferral / active EE | $5,095 | $2,456+107.4% | $1,861+173.7% | $5,982-14.8% |
| Admin fee / account holder | $2,457 | $3,708-33.7% | $2,858-14.0% | $11,246-78.1% |