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 | $16,445 | $100,773-83.7% | $88,946-81.5% | $142,382-88.4% |
| Participation rate | 38.9% | 74.3%-35.4pp | 68.8%-30.0pp | 80.1%-41.2pp |
| Annual return | 20.25% | 70.18%-49.9pp | 57.82%-37.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,335 | $2,918-54.2% | $2,555-47.7% | $4,299-68.9% |
| Participant deferral / active EE | $5,989 | $5,230+14.5% | $4,581+30.7% | $6,507-8.0% |
| Admin fee / account holder | $906 | $9,693-90.7% | $8,261-89.0% | $12,624-92.8% |