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 | $66,112 | $118,450-44.2% | $98,439-32.8% | $139,434-52.6% |
| Participation rate | 35.7% | 77.4%-41.7pp | 75.2%-39.4pp | 80.3%-44.6pp |
| Annual return | 15.33% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $1,022 | $3,609-71.7% | $3,048-66.5% | $4,751-78.5% |
| Participant deferral / active EE | $3,479 | $5,392-35.5% | $4,738-26.6% | $6,710-48.2% |
| Admin fee / account holder | $350 | $14,026-97.5% | $8,948-96.1% | $11,403-96.9% |