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 | $29,250 | $102,966-71.6% | $90,281-67.6% | $152,861-80.9% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.4%-57.4pp |
| Annual return | 21.65% | 95.16%-73.5pp | 78.10%-56.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,630 | $3,139-48.1% | $2,854-42.9% | $4,762-65.8% |
| Participant deferral / active EE | $2,429 | $4,281-43.3% | $3,885-37.5% | $5,850-58.5% |
| Admin fee / account holder | $1,264 | $6,171-79.5% | $5,351-76.4% | $11,596-89.1% |