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 | $34,834 | $124,319-72.0% | $111,297-68.7% | $167,490-79.2% |
| Participation rate | 61.5% | 79.6%-18.1pp | 77.3%-15.8pp | 82.1%-20.6pp |
| Annual return | 16.05% | 37.44%-21.4pp | 54.65%-38.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,367 | $3,435-60.2% | $2,731-49.9% | $4,837-71.7% |
| Participant deferral / active EE | $1,859 | $5,180-64.1% | $4,487-58.6% | $6,341-70.7% |
| Admin fee / account holder | $731 | $10,618-93.1% | $7,964-90.8% | $12,309-94.1% |