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 | $35,951 | $106,890-66.4% | $84,015-57.2% | $152,861-76.5% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.4%-17.7pp |
| Annual return | 18.35% | 104.99%-86.6pp | 71.31%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,208 | $2,734-55.8% | $1,983-39.1% | $4,762-74.6% |
| Participant deferral / active EE | $1,845 | $4,011-54.0% | $3,239-43.0% | $5,850-68.5% |
| Admin fee / account holder | $324 | $8,285-96.1% | $6,101-94.7% | $11,596-97.2% |