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 | $40,984 | $85,202-51.9% | $172,739-76.3% | $72,985-43.8% |
| Participation rate | 43.6% | 70.1%-26.5pp | 82.6%-39.1pp | 69.5%-25.9pp |
| Annual return | 29.35% | 27.32%+2.0pp | 802.84%-773.5pp | 81.00%-51.6pp |
| Employer contribution / active EE | $1,401 | $3,324-57.9% | $5,143-72.8% | $2,440-42.6% |
| Participant deferral / active EE | $2,565 | $3,260-21.3% | $5,198-50.6% | $3,607-28.9% |
| Admin fee / account holder | $536 | $5,884-90.9% | $13,954-96.2% | $5,124-89.5% |