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 | $59,421 | $104,907-43.4% | $84,611-29.8% | $152,861-61.1% |
| Participation rate | 63.6% | 74.8%-11.2pp | 68.2%-4.6pp | 82.4%-18.8pp |
| Annual return | 32.99% | 373.79%-340.8pp | 258.74%-225.7pp | 345.32%-312.3pp |
| Employer contribution / active EE | $1,649 | $3,302-50.1% | $2,652-37.8% | $4,762-65.4% |
| Participant deferral / active EE | $2,209 | $4,688-52.9% | $3,899-43.3% | $5,850-62.2% |
| Admin fee / account holder | $812 | $6,241-87.0% | $4,912-83.5% | $11,596-93.0% |