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 | $22,932 | $93,071-75.4% | $74,583-69.3% | $273,961-91.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 104.05% | 26.18%+77.9pp | 20.47%+83.6pp | 41.45%+62.6pp |
| Employer contribution / active EE | $1,159 | $3,160-63.3% | $2,525-54.1% | $4,869-76.2% |
| Participant deferral / active EE | $1,818 | $4,160-56.3% | $3,458-47.4% | $5,287-65.6% |
| Admin fee / account holder | $2,115 | $5,272-59.9% | $4,138-48.9% | $10,132-79.1% |