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 | $33,331 | $112,881-70.5% | $90,951-63.4% | $158,922-79.0% |
| Participation rate | 58.3% | 74.7%-16.4pp | 69.0%-10.7pp | 82.0%-23.6pp |
| Annual return | 9.98% | 215.79%-205.8pp | 134.60%-124.6pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,813 | $2,893-37.3% | $2,122-14.6% | $4,761-61.9% |
| Participant deferral / active EE | $2,631 | $4,128-36.3% | $3,373-22.0% | $5,982-56.0% |
| Admin fee / account holder | $411 | $8,041-94.9% | $5,959-93.1% | $11,246-96.3% |