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 | $46,037 | $100,773-54.3% | $88,946-48.2% | $142,382-67.7% |
| Participation rate | 52.4% | 74.3%-21.9pp | 68.8%-16.5pp | 80.1%-27.7pp |
| Annual return | 12.42% | 70.18%-57.8pp | 57.82%-45.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,196 | $2,918-59.0% | $2,555-53.2% | $4,299-72.2% |
| Participant deferral / active EE | $2,506 | $5,230-52.1% | $4,581-45.3% | $6,507-61.5% |
| Admin fee / account holder | $381 | $9,693-96.1% | $8,261-95.4% | $12,624-97.0% |