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 | $34,318 | $217,402-84.2% | $185,823-81.5% | $167,490-79.5% |
| Participation rate | 52.4% | 86.0%-33.7pp | 81.7%-29.3pp | 82.1%-29.7pp |
| Annual return | 17.03% | 148.36%-131.3pp | 122.05%-105.0pp | 478.56%-461.5pp |
| Employer contribution / active EE | $1,528 | $5,873-74.0% | $5,167-70.4% | $4,837-68.4% |
| Participant deferral / active EE | $3,495 | $6,356-45.0% | $5,568-37.2% | $6,341-44.9% |
| Admin fee / account holder | $416 | $19,811-97.9% | $16,237-97.4% | $12,309-96.6% |