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 | $43,176 | $152,587-71.7% | $125,175-65.5% | $152,861-71.8% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 22.34% | 54.84%-32.5pp | 43.79%-21.4pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,529 | $4,946-69.1% | $3,865-60.5% | $4,762-67.9% |
| Participant deferral / active EE | $4,429 | $5,868-24.5% | $4,937-10.3% | $5,850-24.3% |
| Admin fee / account holder | $434 | $13,434-96.8% | $9,702-95.5% | $11,596-96.3% |