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 | $40,276 | $105,859-62.0% | $90,160-55.3% | $147,584-72.7% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 30.66% | 37.63%-7.0pp | 34.88%-4.2pp | 578.55%-547.9pp |
| Employer contribution / active EE | $1,819 | $4,126-55.9% | $3,318-45.2% | $4,876-62.7% |
| Participant deferral / active EE | $7,000 | $5,733+22.1% | $5,288+32.4% | $5,439+28.7% |
| Admin fee / account holder | $2,027 | $8,046-74.8% | $5,943-65.9% | $10,885-81.4% |