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 | $30,884 | $104,907-70.6% | $84,611-63.5% | $152,861-79.8% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.4%-39.6pp |
| Annual return | 25.34% | 373.79%-348.5pp | 258.74%-233.4pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,270 | $3,302-61.5% | $2,652-52.1% | $4,762-73.3% |
| Participant deferral / active EE | $1,742 | $4,688-62.8% | $3,899-55.3% | $5,850-70.2% |
| Admin fee / account holder | $1,189 | $6,241-81.0% | $4,912-75.8% | $11,596-89.7% |