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 | $32,694 | $106,890-69.4% | $84,015-61.1% | $152,861-78.6% |
| Participation rate | 61.5% | 75.2%-13.7pp | 69.0%-7.5pp | 82.4%-20.9pp |
| Annual return | 21.36% | 104.99%-83.6pp | 71.31%-49.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,394 | $2,734-49.0% | $1,983-29.7% | $4,762-70.7% |
| Participant deferral / active EE | $4,123 | $4,011+2.8% | $3,239+27.3% | $5,850-29.5% |
| Admin fee / account holder | $2,090 | $8,285-74.8% | $6,101-65.7% | $11,596-82.0% |