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 | $48,278 | $106,890-54.8% | $84,015-42.5% | $152,861-68.4% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 19.97% | 104.99%-85.0pp | 71.31%-51.3pp | 345.32%-325.4pp |
| Employer contribution / active EE | $755 | $2,734-72.4% | $1,983-61.9% | $4,762-84.1% |
| Participant deferral / active EE | $1,959 | $4,011-51.2% | $3,239-39.5% | $5,850-66.5% |
| Admin fee / account holder | $514 | $8,285-93.8% | $6,101-91.6% | $11,596-95.6% |