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 | $21,172 | $53,822-60.7% | $75,696-72.0% | $85,850-75.3% |
| Participation rate | 68.3% | 69.1%-0.8pp | 74.8%-6.6pp | 69.3%-1.1pp |
| Annual return | 26.09% | 24.54%+1.5pp | 104.53%-78.4pp | 318.53%-292.4pp |
| Employer contribution / active EE | $1,307 | $2,017-35.2% | $2,743-52.3% | $2,565-49.0% |
| Participant deferral / active EE | $1,554 | $2,895-46.3% | $3,821-59.3% | $3,952-60.7% |
| Admin fee / account holder | $3,261 | $3,343-2.4% | $3,619-9.9% | $6,260-47.9% |