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 | $34,081 | $118,849-71.3% | $96,562-64.7% | $167,490-79.7% |
| Participation rate | 42.9% | 75.5%-32.6pp | 69.8%-27.0pp | 82.1%-39.2pp |
| Annual return | 12.42% | 50.49%-38.1pp | 37.78%-25.4pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,123 | $3,120-64.0% | $2,356-52.4% | $4,837-76.8% |
| Participant deferral / active EE | $1,615 | $4,616-65.0% | $3,849-58.1% | $6,341-74.5% |
| Admin fee / account holder | $590 | $8,065-92.7% | $6,181-90.4% | $12,309-95.2% |