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 | $41,174 | $81,632-49.6% | $70,449-41.6% | $158,922-74.1% |
| Participation rate | 28.6% | 77.7%-49.1pp | 75.1%-46.5pp | 82.0%-53.4pp |
| Annual return | 18.63% | 208.40%-189.8pp | 109.03%-90.4pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,297 | $3,217-59.7% | $2,737-52.6% | $4,761-72.8% |
| Participant deferral / active EE | $954 | $4,554-79.1% | $3,709-74.3% | $5,982-84.1% |
| Admin fee / account holder | $1,771 | $6,193-71.4% | $3,845-53.9% | $11,246-84.3% |