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 | $26,817 | $118,919-77.4% | $88,538-69.7% | $152,861-82.5% |
| Participation rate | 47.1% | 73.4%-26.3pp | 68.7%-21.7pp | 82.4%-35.4pp |
| Annual return | 32.67% | 47.92%-15.3pp | 43.64%-11.0pp | 345.32%-312.7pp |
| Employer contribution / active EE | $1,136 | $2,669-57.4% | $2,098-45.9% | $4,762-76.1% |
| Participant deferral / active EE | $4,228 | $3,549+19.2% | $2,914+45.1% | $5,850-27.7% |
| Admin fee / account holder | $1,683 | $5,876-71.4% | $4,310-60.9% | $11,596-85.5% |