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 | $35,005 | $104,907-66.6% | $84,611-58.6% | $152,861-77.1% |
| Participation rate | 56.3% | 74.8%-18.6pp | 68.2%-12.0pp | 82.4%-26.2pp |
| Annual return | 19.87% | 373.79%-353.9pp | 258.74%-238.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $468 | $3,302-85.8% | $2,652-82.3% | $4,762-90.2% |
| Participant deferral / active EE | $3,083 | $4,688-34.2% | $3,899-20.9% | $5,850-47.3% |
| Admin fee / account holder | $3,921 | $6,241-37.2% | $4,912-20.2% | $11,596-66.2% |