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 | $37,714 | $102,604-63.2% | $86,188-56.2% | $139,434-73.0% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.0%-29.0pp | 80.3%-40.3pp |
| Annual return | 15.50% | 1922.51%-1907.0pp | 1168.45%-1152.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,609 | $3,032-47.0% | $2,380-32.4% | $4,751-66.1% |
| Participant deferral / active EE | $3,147 | $4,676-32.7% | $3,985-21.0% | $6,710-53.1% |
| Admin fee / account holder | $634 | $8,657-92.7% | $6,852-90.8% | $11,403-94.4% |