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 | $44,840 | $105,998-57.7% | $92,233-51.4% | $147,584-69.6% |
| Participation rate | 41.7% | 80.4%-38.7pp | 76.5%-34.8pp | 82.8%-41.2pp |
| Annual return | 19.57% | 50.05%-30.5pp | 176.28%-156.7pp | 578.55%-559.0pp |
| Employer contribution / active EE | $1,680 | $4,333-61.2% | $3,679-54.3% | $4,876-65.6% |
| Participant deferral / active EE | $3,052 | $4,478-31.8% | $3,897-21.7% | $5,439-43.9% |
| Admin fee / account holder | $332 | $6,332-94.8% | $5,194-93.6% | $10,885-96.9% |