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 | $34,764 | $99,652-65.1% | $78,778-55.9% | $147,584-76.4% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.2%-6.7pp | 82.8%-20.3pp |
| Annual return | 16.52% | 47.28%-30.8pp | 35.62%-19.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,021 | $2,796-63.5% | $1,986-48.6% | $4,876-79.1% |
| Participant deferral / active EE | $2,140 | $3,664-41.6% | $2,958-27.7% | $5,439-60.7% |
| Admin fee / account holder | $540 | $7,155-92.5% | $5,134-89.5% | $10,885-95.0% |