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 | $40,184 | $114,381-64.9% | $107,525-62.6% | $142,382-71.8% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.1%-14.0pp | 80.1%-19.0pp |
| Annual return | 14.73% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $1,357 | $4,015-66.2% | $3,754-63.9% | $4,299-68.4% |
| Participant deferral / active EE | $2,715 | $5,564-51.2% | $5,116-46.9% | $6,507-58.3% |
| Admin fee / account holder | $14,806 | $9,860+50.2% | $8,919+66.0% | $12,624+17.3% |