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 | $34,404 | $157,256-78.1% | $141,162-75.6% | $152,861-77.5% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | 20.75% | 64.32%-43.6pp | 71.39%-50.6pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,237 | $5,261-76.5% | $4,735-73.9% | $4,762-74.0% |
| Participant deferral / active EE | $4,551 | $7,109-36.0% | $6,709-32.2% | $5,850-22.2% |
| Admin fee / account holder | $424 | $12,120-96.5% | $10,261-95.9% | $11,596-96.3% |