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 | $58,630 | $165,335-64.5% | $149,696-60.8% | $158,922-63.1% |
| Participation rate | 45.0% | 84.6%-39.6pp | 82.5%-37.5pp | 82.0%-37.0pp |
| Annual return | 18.70% | 348.15%-329.4pp | 276.60%-257.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,154 | $5,103-77.4% | $4,644-75.1% | $4,761-75.8% |
| Participant deferral / active EE | $3,365 | $7,181-53.1% | $6,842-50.8% | $5,982-43.7% |
| Admin fee / account holder | $560 | $10,807-94.8% | $9,309-94.0% | $11,246-95.0% |