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 | $83,421 | $121,625-31.4% | $104,607-20.3% | $158,922-47.5% |
| Participation rate | 38.9% | 77.5%-38.6pp | 74.1%-35.2pp | 82.0%-43.1pp |
| Annual return | 13.25% | 465.26%-452.0pp | 340.46%-327.2pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,216 | $3,163-61.6% | $2,681-54.6% | $4,761-74.5% |
| Participant deferral / active EE | $3,053 | $4,177-26.9% | $3,740-18.4% | $5,982-49.0% |
| Admin fee / account holder | $1,185 | $7,787-84.8% | $6,473-81.7% | $11,246-89.5% |