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 | $31,790 | $69,207-54.1% | $64,056-50.4% | $139,434-77.2% |
| Participation rate | 55.6% | 75.6%-20.0pp | 72.3%-16.7pp | 80.3%-24.8pp |
| Annual return | 25.68% | 45.88%-20.2pp | 33.69%-8.0pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,455 | $3,182-54.3% | $2,747-47.0% | $4,751-69.4% |
| Participant deferral / active EE | $3,899 | $4,682-16.7% | $3,880+0.5% | $6,710-41.9% |
| Admin fee / account holder | $443 | $4,244-89.6% | $3,068-85.6% | $11,403-96.1% |