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 | $32,616 | $101,069-67.7% | $81,478-60.0% | $147,584-77.9% |
| Participation rate | 38.9% | 74.5%-35.6pp | 68.0%-29.1pp | 82.8%-43.9pp |
| Annual return | 21.60% | 32.40%-10.8pp | 38.78%-17.2pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,232 | $3,205-61.6% | $2,568-52.0% | $4,876-74.7% |
| Participant deferral / active EE | $2,545 | $4,242-40.0% | $3,537-28.0% | $5,439-53.2% |
| Admin fee / account holder | $4,245 | $5,812-27.0% | $4,561-6.9% | $10,885-61.0% |