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 | $23,507 | $105,859-77.8% | $90,160-73.9% | $147,584-84.1% |
| Participation rate | 42.9% | 79.7%-36.9pp | 76.9%-34.0pp | 82.8%-40.0pp |
| Annual return | 25.38% | 37.63%-12.2pp | 34.88%-9.5pp | 578.55%-553.2pp |
| Employer contribution / active EE | $1,515 | $4,126-63.3% | $3,318-54.4% | $4,876-68.9% |
| Participant deferral / active EE | $2,271 | $5,733-60.4% | $5,288-57.1% | $5,439-58.2% |
| Admin fee / account holder | $1,389 | $8,046-82.7% | $5,943-76.6% | $10,885-87.2% |