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 | $30,453 | $135,952-77.6% | $123,892-75.4% | $273,961-88.9% |
| Participation rate | 63.2% | 84.1%-20.9pp | 81.4%-18.3pp | 83.0%-19.9pp |
| Annual return | 51.59% | 56.63%-5.0pp | 47.52%+4.1pp | 41.45%+10.1pp |
| Employer contribution / active EE | $1,671 | $5,170-67.7% | $4,617-63.8% | $4,869-65.7% |
| Participant deferral / active EE | $3,369 | $6,343-46.9% | $5,984-43.7% | $5,287-36.3% |
| Admin fee / account holder | $2,756 | $9,817-71.9% | $8,357-67.0% | $10,132-72.8% |