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 | $38,215 | $96,635-60.5% | $86,612-55.9% | $139,434-72.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 16.21% | 106.41%-90.2pp | 591.07%-574.9pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,196 | $3,263-63.4% | $3,022-60.4% | $4,751-74.8% |
| Participant deferral / active EE | $1,596 | $4,836-67.0% | $4,438-64.0% | $6,710-76.2% |
| Admin fee / account holder | $2,347 | $6,408-63.4% | $5,614-58.2% | $11,403-79.4% |