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 | $28,303 | $70,669-60.0% | $169,368-83.3% | $75,163-62.3% |
| Participation rate | 62.5% | 64.8%-2.3pp | 77.1%-14.6pp | 67.2%-4.7pp |
| Annual return | 20.01% | 36.36%-16.3pp | 405.60%-385.6pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,645 | $2,211-25.6% | $4,013-59.0% | $2,670-38.4% |
| Participant deferral / active EE | $3,466 | $4,311-19.6% | $6,221-44.3% | $4,125-16.0% |
| Admin fee / account holder | $841 | $5,402-84.4% | $9,003-90.7% | $5,651-85.1% |