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 | $21,483 | $84,696-74.6% | $75,696-71.6% | $167,490-87.2% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.8%-9.6pp | 82.1%-16.9pp |
| Annual return | 13.77% | 199.36%-185.6pp | 104.53%-90.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,010 | $3,230-68.7% | $2,743-63.2% | $4,837-79.1% |
| Participant deferral / active EE | $1,591 | $4,580-65.3% | $3,821-58.4% | $6,341-74.9% |
| Admin fee / account holder | $2,756 | $5,355-48.5% | $3,619-23.9% | $12,309-77.6% |