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 | $37,601 | $112,096-66.5% | $95,952-60.8% | $158,922-76.3% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 15.00% | 171.09%-156.1pp | 91.61%-76.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,297 | $3,198-59.4% | $2,541-48.9% | $4,761-72.8% |
| Participant deferral / active EE | $1,537 | $4,784-67.9% | $4,167-63.1% | $5,982-74.3% |
| Admin fee / account holder | $303 | $10,130-97.0% | $6,795-95.5% | $11,246-97.3% |