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 | $42,372 | $102,966-58.8% | $90,281-53.1% | $152,861-72.3% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 23.83% | 95.16%-71.3pp | 78.10%-54.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $1,182 | $3,139-62.3% | $2,854-58.6% | $4,762-75.2% |
| Participant deferral / active EE | $2,389 | $4,281-44.2% | $3,885-38.5% | $5,850-59.2% |
| Admin fee / account holder | $5,620 | $6,171-8.9% | $5,351+5.0% | $11,596-51.5% |