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 | $30,637 | $154,117-80.1% | $129,995-76.4% | $139,434-78.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 14.27% | 32.48%-18.2pp | -137.18%+151.4pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,659 | $5,289-68.6% | $4,320-61.6% | $4,751-65.1% |
| Participant deferral / active EE | $2,646 | $6,710-60.6% | $5,820-54.5% | $6,710-60.6% |
| Admin fee / account holder | $483 | $14,007-96.6% | $10,614-95.5% | $11,403-95.8% |