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 | $72,680 | $121,625-40.2% | $104,607-30.5% | $158,922-54.3% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 14.43% | 465.26%-450.8pp | 340.46%-326.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,332 | $3,163-57.9% | $2,681-50.3% | $4,761-72.0% |
| Participant deferral / active EE | $3,144 | $4,177-24.7% | $3,740-15.9% | $5,982-47.4% |
| Admin fee / account holder | $459 | $7,787-94.1% | $6,473-92.9% | $11,246-95.9% |