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 | $28,347 | $118,849-76.1% | $96,562-70.6% | $167,490-83.1% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.8%-29.8pp | 82.1%-42.1pp |
| Annual return | 18.02% | 50.49%-32.5pp | 37.78%-19.8pp | 478.56%-460.5pp |
| Employer contribution / active EE | $1,106 | $3,120-64.5% | $2,356-53.1% | $4,837-77.1% |
| Participant deferral / active EE | $1,703 | $4,616-63.1% | $3,849-55.8% | $6,341-73.1% |
| Admin fee / account holder | $474 | $8,065-94.1% | $6,181-92.3% | $12,309-96.1% |