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 | $32,463 | $102,966-68.5% | $90,281-64.0% | $152,861-78.8% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.4%-13.2pp |
| Annual return | 19.46% | 95.16%-75.7pp | 78.10%-58.6pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,717 | $3,139-45.3% | $2,854-39.8% | $4,762-63.9% |
| Participant deferral / active EE | $2,024 | $4,281-52.7% | $3,885-47.9% | $5,850-65.4% |
| Admin fee / account holder | $1,392 | $6,171-77.4% | $5,351-74.0% | $11,596-88.0% |