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 | $35,128 | $102,966-65.9% | $90,281-61.1% | $152,861-77.0% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.4%-20.5pp |
| Annual return | 21.15% | 95.16%-74.0pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,251 | $3,139-28.3% | $2,854-21.1% | $4,762-52.7% |
| Participant deferral / active EE | $3,519 | $4,281-17.8% | $3,885-9.4% | $5,850-39.9% |
| Admin fee / account holder | $606 | $6,171-90.2% | $5,351-88.7% | $11,596-94.8% |