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 | $34,733 | $127,777-72.8% | $106,548-67.4% | $167,490-79.3% |
| Participation rate | 23.1% | 78.3%-55.2pp | 76.1%-53.1pp | 82.1%-59.0pp |
| Annual return | 8.58% | 33.87%-25.3pp | 26.80%-18.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,839 | $3,427-46.3% | $2,819-34.8% | $4,837-62.0% |
| Participant deferral / active EE | $4,516 | $5,087-11.2% | $4,398+2.7% | $6,341-28.8% |
| Admin fee / account holder | $23,421 | $11,228+108.6% | $7,407+216.2% | $12,309+90.3% |