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 | $78,334 | $103,376-24.2% | $87,100-10.1% | $152,861-48.8% |
| Participation rate | 19.0% | 79.3%-60.3pp | 76.9%-57.8pp | 82.4%-63.4pp |
| Annual return | 31.56% | 28.10%+3.5pp | 28.19%+3.4pp | 345.32%-313.8pp |
| Employer contribution / active EE | $1,394 | $3,220-56.7% | $2,521-44.7% | $4,762-70.7% |
| Participant deferral / active EE | $2,406 | $4,778-49.6% | $4,049-40.6% | $5,850-58.9% |
| Admin fee / account holder | $1,675 | $12,205-86.3% | $7,497-77.7% | $11,596-85.6% |