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 | $29,802 | $107,334-72.2% | $92,893-67.9% | $152,861-80.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 13.85% | 145.58%-131.7pp | 109.41%-95.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,281 | $4,221-69.7% | $3,653-64.9% | $4,762-73.1% |
| Participant deferral / active EE | $1,446 | $4,845-70.2% | $4,236-65.9% | $5,850-75.3% |
| Admin fee / account holder | $2,384 | $7,079-66.3% | $5,794-58.8% | $11,596-79.4% |