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 | $37,031 | $91,552-59.6% | $133,956-72.4% | $79,858-53.6% |
| Participation rate | 25.0% | 73.3%-48.3pp | 79.8%-54.8pp | 69.6%-44.6pp |
| Annual return | 24.67% | 61.85%-37.2pp | 45.09%-20.4pp | 31.71%-7.0pp |
| Employer contribution / active EE | $1,199 | $2,384-49.7% | $3,919-69.4% | $2,471-51.5% |
| Participant deferral / active EE | $3,135 | $3,733-16.0% | $5,048-37.9% | $3,740-16.2% |
| Admin fee / account holder | $1,526 | $6,321-75.9% | $8,927-82.9% | $5,306-71.2% |