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 | $21,625 | $102,966-79.0% | $90,281-76.0% | $152,861-85.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 21.07% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,624 | $3,139-48.2% | $2,854-43.1% | $4,762-65.9% |
| Participant deferral / active EE | $3,880 | $4,281-9.4% | $3,885-0.1% | $5,850-33.7% |
| Admin fee / account holder | $2,266 | $6,171-63.3% | $5,351-57.7% | $11,596-80.5% |