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 | $34,946 | $228,332-84.7% | $185,823-81.2% | $158,922-78.0% |
| Participation rate | 45.8% | 82.3%-36.5pp | 78.0%-32.2pp | 82.0%-36.1pp |
| Annual return | 19.97% | 40.80%-20.8pp | 35.95%-16.0pp | 302.83%-282.9pp |
| Employer contribution / active EE | $1,429 | $4,967-71.2% | $4,087-65.0% | $4,761-70.0% |
| Participant deferral / active EE | $2,682 | $6,415-58.2% | $5,632-52.4% | $5,982-55.2% |
| Admin fee / account holder | $341 | $11,864-97.1% | $9,500-96.4% | $11,246-97.0% |