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 | $39,905 | $97,125-58.9% | $86,233-53.7% | $137,256-70.9% |
| Participation rate | 45.8% | 74.2%-28.4pp | 69.0%-23.2pp | 80.0%-34.1pp |
| Annual return | 15.32% | 74.19%-58.9pp | 61.39%-46.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,188 | $2,841-58.2% | $2,504-52.6% | $4,156-71.4% |
| Participant deferral / active EE | $1,984 | $5,180-61.7% | $4,559-56.5% | $6,407-69.0% |
| Admin fee / account holder | $3,387 | $9,725-65.2% | $8,342-59.4% | $12,270-72.4% |