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 | $40,295 | $107,334-62.5% | $92,893-56.6% | $152,861-73.6% |
| Participation rate | 47.4% | 79.8%-32.4pp | 76.0%-28.6pp | 82.4%-35.1pp |
| Annual return | 24.14% | 145.58%-121.4pp | 109.41%-85.3pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,033 | $4,221-75.5% | $3,653-71.7% | $4,762-78.3% |
| Participant deferral / active EE | $2,777 | $4,845-42.7% | $4,236-34.4% | $5,850-52.5% |
| Admin fee / account holder | $627 | $7,079-91.1% | $5,794-89.2% | $11,596-94.6% |