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 | $33,798 | $107,334-68.5% | $92,893-63.6% | $152,861-77.9% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.4%-26.9pp |
| Annual return | 13.30% | 145.58%-132.3pp | 109.41%-96.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,400 | $4,221-66.8% | $3,653-61.7% | $4,762-70.6% |
| Participant deferral / active EE | $1,578 | $4,845-67.4% | $4,236-62.8% | $5,850-73.0% |
| Admin fee / account holder | $1,118 | $7,079-84.2% | $5,794-80.7% | $11,596-90.4% |