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 | $72,118 | $99,877-27.8% | $84,966-15.1% | $145,922-50.6% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.6pp | 80.3%-37.4pp |
| Annual return | 15.75% | 83.76%-68.0pp | 66.38%-50.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,133 | $3,231-64.9% | $2,727-58.5% | $4,660-75.7% |
| Participant deferral / active EE | $3,489 | $5,291-34.1% | $4,519-22.8% | $6,688-47.8% |
| Admin fee / account holder | $962 | $7,248-86.7% | $6,149-84.4% | $13,397-92.8% |