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 | $36,786 | $165,984-77.8% | $164,813-77.7% | $145,922-74.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 15.34% | 100.03%-84.7pp | 69.93%-54.6pp | 561.29%-545.9pp |
| Employer contribution / active EE | $1,163 | $5,273-77.9% | $4,341-73.2% | $4,660-75.0% |
| Participant deferral / active EE | $2,784 | $6,959-60.0% | $6,031-53.8% | $6,688-58.4% |
| Admin fee / account holder | $328 | $16,648-98.0% | $12,690-97.4% | $13,397-97.5% |