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 | $31,836 | $148,534-78.6% | $135,903-76.6% | $139,434-77.2% |
| Participation rate | 43.5% | 83.9%-40.4pp | 81.9%-38.4pp | 80.3%-36.8pp |
| Annual return | 21.56% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,470 | $5,243-72.0% | $4,856-69.7% | $4,751-69.1% |
| Participant deferral / active EE | $3,476 | $8,100-57.1% | $7,758-55.2% | $6,710-48.2% |
| Admin fee / account holder | $3,634 | $12,400-70.7% | $10,762-66.2% | $11,403-68.1% |