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 | $34,504 | $101,069-65.9% | $81,478-57.7% | $147,584-76.6% |
| Participation rate | 33.3% | 74.5%-41.1pp | 68.0%-34.6pp | 82.8%-49.5pp |
| Annual return | 18.03% | 32.40%-14.4pp | 38.78%-20.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,080 | $3,205-66.3% | $2,568-58.0% | $4,876-77.9% |
| Participant deferral / active EE | $3,583 | $4,242-15.5% | $3,537+1.3% | $5,439-34.1% |
| Admin fee / account holder | $625 | $5,812-89.3% | $4,561-86.3% | $10,885-94.3% |