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 | $37,720 | $105,859-64.4% | $90,160-58.2% | $147,584-74.4% |
| Participation rate | 37.5% | 79.7%-42.2pp | 76.9%-39.4pp | 82.8%-45.3pp |
| Annual return | 17.16% | 37.63%-20.5pp | 34.88%-17.7pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,928 | $4,126-53.3% | $3,318-41.9% | $4,876-60.5% |
| Participant deferral / active EE | $2,084 | $5,733-63.7% | $5,288-60.6% | $5,439-61.7% |
| Admin fee / account holder | $2,032 | $8,046-74.7% | $5,943-65.8% | $10,885-81.3% |