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 | $34,957 | $99,652-64.9% | $78,778-55.6% | $147,584-76.3% |
| Participation rate | 63.2% | 76.2%-13.1pp | 69.2%-6.0pp | 82.8%-19.7pp |
| Annual return | 12.70% | 47.28%-34.6pp | 35.62%-22.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,022 | $2,796-63.4% | $1,986-48.5% | $4,876-79.0% |
| Participant deferral / active EE | $2,994 | $3,664-18.3% | $2,958+1.2% | $5,439-45.0% |
| Admin fee / account holder | $803 | $7,155-88.8% | $5,134-84.4% | $10,885-92.6% |