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 | $33,390 | $106,890-68.8% | $84,015-60.3% | $152,861-78.2% |
| Participation rate | 65.2% | 75.2%-10.0pp | 69.0%-3.8pp | 82.4%-17.2pp |
| Annual return | 16.35% | 104.99%-88.6pp | 71.31%-55.0pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,541 | $2,734-43.6% | $1,983-22.3% | $4,762-67.6% |
| Participant deferral / active EE | $2,932 | $4,011-26.9% | $3,239-9.5% | $5,850-49.9% |
| Admin fee / account holder | $3,541 | $8,285-57.3% | $6,101-42.0% | $11,596-69.5% |