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 | $57,273 | $112,096-48.9% | $95,952-40.3% | $158,922-64.0% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 18.84% | 171.09%-152.3pp | 91.61%-72.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $2,154 | $3,198-32.7% | $2,541-15.2% | $4,761-54.8% |
| Participant deferral / active EE | $6,942 | $4,784+45.1% | $4,167+66.6% | $5,982+16.0% |
| Admin fee / account holder | $15,190 | $10,130+49.9% | $6,795+123.5% | $11,246+35.1% |