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 | $35,231 | $102,966-65.8% | $90,281-61.0% | $152,861-77.0% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.4%-24.6pp |
| Annual return | 21.36% | 95.16%-73.8pp | 78.10%-56.7pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,420 | $3,139-54.7% | $2,854-50.2% | $4,762-70.2% |
| Participant deferral / active EE | $2,541 | $4,281-40.7% | $3,885-34.6% | $5,850-56.6% |
| Admin fee / account holder | $2,485 | $6,171-59.7% | $5,351-53.6% | $11,596-78.6% |