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 | $60,241 | $112,096-46.3% | $95,952-37.2% | $158,922-62.1% |
| Participation rate | 62.5% | 79.0%-16.5pp | 77.1%-14.6pp | 82.0%-19.5pp |
| Annual return | 14.68% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,262 | $3,198-60.5% | $2,541-50.3% | $4,761-73.5% |
| Participant deferral / active EE | $1,885 | $4,784-60.6% | $4,167-54.8% | $5,982-68.5% |
| Admin fee / account holder | $14,423 | $10,130+42.4% | $6,795+112.2% | $11,246+28.3% |