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 | $35,279 | $70,669-50.1% | $169,368-79.2% | $75,163-53.1% |
| Participation rate | 40.6% | 64.8%-24.2pp | 77.1%-36.5pp | 67.2%-26.6pp |
| Annual return | 35.41% | 36.36%-0.9pp | 405.60%-370.2pp | 160.62%-125.2pp |
| Employer contribution / active EE | $1,142 | $2,211-48.3% | $4,013-71.5% | $2,670-57.2% |
| Participant deferral / active EE | $1,659 | $4,311-61.5% | $6,221-73.3% | $4,125-59.8% |
| Admin fee / account holder | $707 | $5,402-86.9% | $9,003-92.1% | $5,651-87.5% |