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 | $26,303 | $48,570-45.8% | $130,648-79.9% | $72,985-64.0% |
| Participation rate | 69.6% | 58.6%+11.0pp | 71.7%-2.2pp | 69.5%+0.1pp |
| Annual return | 23.06% | 38.63%-15.6pp | 1708.96%-1685.9pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,726 | $1,334+29.4% | $4,092-57.8% | $2,440-29.3% |
| Participant deferral / active EE | $2,386 | $2,384+0.1% | $3,603-33.8% | $3,607-33.9% |
| Admin fee / account holder | $1,403 | $3,549-60.5% | $5,464-74.3% | $5,124-72.6% |