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 | $52,213 | $104,974-50.3% | $95,585-45.4% | $142,382-63.3% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 22.89% | 210.33%-187.4pp | 38.56%-15.7pp | 217.08%-194.2pp |
| Employer contribution / active EE | $923 | $2,779-66.8% | $2,527-63.5% | $4,299-78.5% |
| Participant deferral / active EE | $2,734 | $4,352-37.2% | $4,023-32.0% | $6,507-58.0% |
| Admin fee / account holder | $1,608 | $6,386-74.8% | $6,127-73.8% | $12,624-87.3% |