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 | $21,567 | $106,890-79.8% | $84,015-74.3% | $152,861-85.9% |
| Participation rate | 59.1% | 75.2%-16.1pp | 69.0%-9.9pp | 82.4%-23.4pp |
| Annual return | 17.89% | 104.99%-87.1pp | 71.31%-53.4pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,650 | $2,734-39.7% | $1,983-16.8% | $4,762-65.3% |
| Participant deferral / active EE | $1,651 | $4,011-58.8% | $3,239-49.0% | $5,850-71.8% |
| Admin fee / account holder | $1,871 | $8,285-77.4% | $6,101-69.3% | $11,596-83.9% |