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 | $48,216 | $124,281-61.2% | $109,143-55.8% | $167,490-71.2% |
| Participation rate | 58.8% | 79.4%-20.6pp | 75.9%-17.1pp | 82.1%-23.3pp |
| Annual return | 34.86% | 26.04%+8.8pp | 25.75%+9.1pp | 478.56%-443.7pp |
| Employer contribution / active EE | $1,027 | $4,207-75.6% | $3,722-72.4% | $4,837-78.8% |
| Participant deferral / active EE | $3,337 | $5,255-36.5% | $4,653-28.3% | $6,341-47.4% |
| Admin fee / account holder | $4,375 | $7,970-45.1% | $6,752-35.2% | $12,309-64.5% |