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 | $27,190 | $90,348-69.9% | $75,972-64.2% | $145,922-81.4% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 20.64% | 620.88%-600.2pp | 359.55%-338.9pp | 561.29%-540.6pp |
| Employer contribution / active EE | $2,175 | $3,311-34.3% | $2,685-19.0% | $4,660-53.3% |
| Participant deferral / active EE | $3,994 | $5,162-22.6% | $4,255-6.1% | $6,688-40.3% |
| Admin fee / account holder | $1,464 | $8,467-82.7% | $6,467-77.4% | $13,397-89.1% |