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 | $28,021 | $157,256-82.2% | $141,162-80.1% | $152,861-81.7% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.4%-38.0pp |
| Annual return | 25.16% | 64.32%-39.2pp | 71.39%-46.2pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,414 | $5,261-73.1% | $4,735-70.1% | $4,762-70.3% |
| Participant deferral / active EE | $3,643 | $7,109-48.8% | $6,709-45.7% | $5,850-37.7% |
| Admin fee / account holder | $5,236 | $12,120-56.8% | $10,261-49.0% | $11,596-54.8% |