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 | $31,368 | $127,264-75.4% | $109,895-71.5% | $167,490-81.3% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.2%-17.1pp | 82.1%-25.0pp |
| Annual return | 18.27% | 22.97%-4.7pp | 29.45%-11.2pp | 478.56%-460.3pp |
| Employer contribution / active EE | $1,215 | $3,322-63.4% | $2,842-57.3% | $4,837-74.9% |
| Participant deferral / active EE | $1,588 | $4,514-64.8% | $4,048-60.8% | $6,341-75.0% |
| Admin fee / account holder | $450 | $7,114-93.7% | $6,066-92.6% | $12,309-96.3% |