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 | $41,386 | $202,432-79.6% | $169,368-75.6% | $139,434-70.3% |
| Participation rate | 47.6% | 81.1%-33.4pp | 77.1%-29.5pp | 80.3%-32.7pp |
| Annual return | 19.25% | 531.74%-512.5pp | 405.60%-386.3pp | 372.94%-353.7pp |
| Employer contribution / active EE | $1,559 | $4,692-66.8% | $4,013-61.2% | $4,751-67.2% |
| Participant deferral / active EE | $3,287 | $6,938-52.6% | $6,221-47.2% | $6,710-51.0% |
| Admin fee / account holder | $65,304 | $10,708+509.9% | $9,003+625.3% | $11,403+472.7% |