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 | $35,461 | $102,966-65.6% | $90,281-60.7% | $152,861-76.8% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.4%-28.6pp |
| Annual return | 19.92% | 95.16%-75.2pp | 78.10%-58.2pp | 345.32%-325.4pp |
| Employer contribution / active EE | $1,098 | $3,139-65.0% | $2,854-61.5% | $4,762-76.9% |
| Participant deferral / active EE | $1,430 | $4,281-66.6% | $3,885-63.2% | $5,850-75.5% |
| Admin fee / account holder | $918 | $6,171-85.1% | $5,351-82.9% | $11,596-92.1% |