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 | $37,254 | $81,632-54.4% | $70,449-47.1% | $158,922-76.6% |
| Participation rate | 42.1% | 77.7%-35.6pp | 75.1%-32.9pp | 82.0%-39.9pp |
| Annual return | 16.35% | 208.40%-192.1pp | 109.03%-92.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,022 | $3,217-68.2% | $2,737-62.6% | $4,761-78.5% |
| Participant deferral / active EE | $1,895 | $4,554-58.4% | $3,709-48.9% | $5,982-68.3% |
| Admin fee / account holder | $995 | $6,193-83.9% | $3,845-74.1% | $11,246-91.1% |