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 | $57,954 | $101,069-42.7% | $81,478-28.9% | $147,584-60.7% |
| Participation rate | 41.7% | 74.5%-32.8pp | 68.0%-26.3pp | 82.8%-41.2pp |
| Annual return | 34.48% | 32.40%+2.1pp | 38.78%-4.3pp | 578.55%-544.1pp |
| Employer contribution / active EE | $1,279 | $3,205-60.1% | $2,568-50.2% | $4,876-73.8% |
| Participant deferral / active EE | $5,660 | $4,242+33.4% | $3,537+60.0% | $5,439+4.1% |
| Admin fee / account holder | $303 | $5,812-94.8% | $4,561-93.4% | $10,885-97.2% |