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 | $34,725 | $112,729-69.2% | $98,716-64.8% | $137,256-74.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 13.56% | 38.48%-24.9pp | 31.81%-18.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,016 | $2,725-62.7% | $2,279-55.4% | $4,156-75.5% |
| Participant deferral / active EE | $1,251 | $4,640-73.0% | $4,048-69.1% | $6,407-80.5% |
| Admin fee / account holder | $3,610 | $10,129-64.4% | $8,703-58.5% | $12,270-70.6% |