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 | $54,634 | $106,890-48.9% | $84,015-35.0% | $152,861-64.3% |
| Participation rate | 56.3% | 75.2%-19.0pp | 69.0%-12.8pp | 82.4%-26.2pp |
| Annual return | 21.93% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,811 | $2,734-33.8% | $1,983-8.7% | $4,762-62.0% |
| Participant deferral / active EE | $4,283 | $4,011+6.8% | $3,239+32.3% | $5,850-26.8% |
| Admin fee / account holder | $409 | $8,285-95.1% | $6,101-93.3% | $11,596-96.5% |