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 | $34,349 | $105,859-67.6% | $90,160-61.9% | $147,584-76.7% |
| Participation rate | 40.9% | 79.7%-38.8pp | 76.9%-36.0pp | 82.8%-41.9pp |
| Annual return | 16.66% | 37.63%-21.0pp | 34.88%-18.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $1,180 | $4,126-71.4% | $3,318-64.4% | $4,876-75.8% |
| Participant deferral / active EE | $1,927 | $5,733-66.4% | $5,288-63.6% | $5,439-64.6% |
| Admin fee / account holder | $11,963 | $8,046+48.7% | $5,943+101.3% | $10,885+9.9% |