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 | $41,408 | $152,587-72.9% | $125,175-66.9% | $152,861-72.9% |
| Participation rate | 52.2% | 83.3%-31.2pp | 79.8%-27.6pp | 82.4%-30.3pp |
| Annual return | 23.15% | 54.84%-31.7pp | 43.79%-20.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,268 | $4,946-74.4% | $3,865-67.2% | $4,762-73.4% |
| Participant deferral / active EE | $2,524 | $5,868-57.0% | $4,937-48.9% | $5,850-56.9% |
| Admin fee / account holder | $2,032 | $13,434-84.9% | $9,702-79.1% | $11,596-82.5% |