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 | $33,920 | $77,419-56.2% | $69,455-51.2% | $152,861-77.8% |
| Participation rate | 47.8% | 78.1%-30.3pp | 74.6%-26.8pp | 82.4%-34.6pp |
| Annual return | 24.47% | 39.06%-14.6pp | 28.97%-4.5pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,112 | $3,315-66.5% | $2,779-60.0% | $4,762-76.7% |
| Participant deferral / active EE | $1,239 | $4,414-71.9% | $3,535-64.9% | $5,850-78.8% |
| Admin fee / account holder | $633 | $6,207-89.8% | $3,839-83.5% | $11,596-94.5% |