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 | $43,488 | $111,724-61.1% | $93,606-53.5% | $145,922-70.2% |
| Participation rate | 45.8% | 74.2%-28.4pp | 68.7%-22.9pp | 80.3%-34.4pp |
| Annual return | 19.97% | 202.98%-183.0pp | 133.20%-113.2pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,072 | $3,090-65.3% | $2,420-55.7% | $4,660-77.0% |
| Participant deferral / active EE | $3,473 | $4,912-29.3% | $4,411-21.3% | $6,688-48.1% |
| Admin fee / account holder | $5,021 | $10,250-51.0% | $8,285-39.4% | $13,397-62.5% |