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 | $42,627 | $124,281-65.7% | $109,143-60.9% | $167,490-74.5% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.47% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,334 | $4,207-68.3% | $3,722-64.2% | $4,837-72.4% |
| Participant deferral / active EE | $4,508 | $5,255-14.2% | $4,653-3.1% | $6,341-28.9% |
| Admin fee / account holder | $3,155 | $7,970-60.4% | $6,752-53.3% | $12,309-74.4% |