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 | $23,134 | $51,175-54.8% | $70,515-67.2% | $75,163-69.2% |
| Participation rate | 67.8% | 60.9%+6.9pp | 68.3%-0.6pp | 67.2%+0.6pp |
| Annual return | 13.54% | 30.02%-16.5pp | 32.77%-19.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,017 | $1,826-44.3% | $2,973-65.8% | $2,670-61.9% |
| Participant deferral / active EE | $1,360 | $2,849-52.3% | $4,567-70.2% | $4,125-67.0% |
| Admin fee / account holder | $395 | $4,091-90.3% | $6,412-93.8% | $5,651-93.0% |