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 | $40,417 | $157,256-74.3% | $141,162-71.4% | $152,861-73.6% |
| Participation rate | 35.7% | 84.8%-49.1pp | 82.5%-46.8pp | 82.4%-46.7pp |
| Annual return | 21.01% | 64.32%-43.3pp | 71.39%-50.4pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,542 | $5,261-70.7% | $4,735-67.4% | $4,762-67.6% |
| Participant deferral / active EE | $2,915 | $7,109-59.0% | $6,709-56.5% | $5,850-50.2% |
| Admin fee / account holder | $2,821 | $12,120-76.7% | $10,261-72.5% | $11,596-75.7% |