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 | $23,745 | $93,346-74.6% | $71,796-66.9% | $273,961-91.3% |
| Participation rate | 69.2% | 76.5%-7.3pp | 69.1%+0.1pp | 83.0%-13.8pp |
| Annual return | 170.14% | 130.39%+39.8pp | 78.04%+92.1pp | 41.45%+128.7pp |
| Employer contribution / active EE | $1,155 | $2,733-57.7% | $1,924-40.0% | $4,869-76.3% |
| Participant deferral / active EE | $3,651 | $3,475+5.1% | $2,794+30.7% | $5,287-30.9% |
| Admin fee / account holder | $543 | $6,571-91.7% | $4,815-88.7% | $10,132-94.6% |