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 | $44,334 | $48,570-8.7% | $130,648-66.1% | $72,985-39.3% |
| Participation rate | 42.9% | 58.6%-15.7pp | 71.7%-28.9pp | 69.5%-26.6pp |
| Annual return | 28.29% | 38.63%-10.3pp | 1708.96%-1680.7pp | 81.00%-52.7pp |
| Employer contribution / active EE | $1,001 | $1,334-25.0% | $4,092-75.5% | $2,440-59.0% |
| Participant deferral / active EE | $2,367 | $2,384-0.7% | $3,603-34.3% | $3,607-34.4% |
| Admin fee / account holder | $993 | $3,549-72.0% | $5,464-81.8% | $5,124-80.6% |