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 | $74,201 | $91,037-18.5% | $71,671+3.5% | $147,584-49.7% |
| Participation rate | 40.0% | 76.1%-36.1pp | 68.7%-28.7pp | 82.8%-42.8pp |
| Annual return | 16.86% | 20.48%-3.6pp | 20.65%-3.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,032 | $3,327-69.0% | $2,460-58.1% | $4,876-78.8% |
| Participant deferral / active EE | $1,853 | $4,498-58.8% | $3,438-46.1% | $5,439-65.9% |
| Admin fee / account holder | $308 | $8,613-96.4% | $5,558-94.5% | $10,885-97.2% |