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 | $41,893 | $103,376-59.5% | $87,100-51.9% | $152,861-72.6% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 26.79% | 28.10%-1.3pp | 28.19%-1.4pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,408 | $3,220-56.3% | $2,521-44.2% | $4,762-70.4% |
| Participant deferral / active EE | $3,703 | $4,778-22.5% | $4,049-8.5% | $5,850-36.7% |
| Admin fee / account holder | $985 | $12,205-91.9% | $7,497-86.9% | $11,596-91.5% |