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 | $29,021 | $101,069-71.3% | $81,478-64.4% | $147,584-80.3% |
| Participation rate | 68.8% | 74.5%-5.7pp | 68.0%+0.8pp | 82.8%-14.1pp |
| Annual return | 17.66% | 32.40%-14.7pp | 38.78%-21.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,319 | $3,205-58.8% | $2,568-48.6% | $4,876-72.9% |
| Participant deferral / active EE | $4,488 | $4,242+5.8% | $3,537+26.9% | $5,439-17.5% |
| Admin fee / account holder | $313 | $5,812-94.6% | $4,561-93.1% | $10,885-97.1% |