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 | $32,923 | $124,281-73.5% | $109,143-69.8% | $167,490-80.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 16.36% | 26.04%-9.7pp | 25.75%-9.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,044 | $4,207-75.2% | $3,722-71.9% | $4,837-78.4% |
| Participant deferral / active EE | $3,191 | $5,255-39.3% | $4,653-31.4% | $6,341-49.7% |
| Admin fee / account holder | $928 | $7,970-88.4% | $6,752-86.3% | $12,309-92.5% |