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 | $24,657 | $88,707-72.2% | $74,183-66.8% | $273,961-91.0% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.6%-19.5pp | 83.0%-25.9pp |
| Annual return | 57.98% | 11.94%+46.0pp | 17.74%+40.2pp | 41.45%+16.5pp |
| Employer contribution / active EE | $1,005 | $3,159-68.2% | $2,370-57.6% | $4,869-79.4% |
| Participant deferral / active EE | $1,310 | $4,212-68.9% | $3,550-63.1% | $5,287-75.2% |
| Admin fee / account holder | $833 | $8,717-90.4% | $5,586-85.1% | $10,132-91.8% |