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 | $40,637 | $100,773-59.7% | $88,946-54.3% | $142,382-71.5% |
| Participation rate | 69.6% | 74.3%-4.7pp | 68.8%+0.7pp | 80.1%-10.6pp |
| Annual return | 88.41% | 70.18%+18.2pp | 57.82%+30.6pp | 217.08%-128.7pp |
| Employer contribution / active EE | $752 | $2,918-74.2% | $2,555-70.6% | $4,299-82.5% |
| Participant deferral / active EE | $3,014 | $5,230-42.4% | $4,581-34.2% | $6,507-53.7% |
| Admin fee / account holder | $475 | $9,693-95.1% | $8,261-94.3% | $12,624-96.2% |