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 | $41,399 | $107,334-61.4% | $92,893-55.4% | $152,861-72.9% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.4%-13.7pp |
| Annual return | 19.35% | 145.58%-126.2pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,179 | $4,221-72.1% | $3,653-67.7% | $4,762-75.2% |
| Participant deferral / active EE | $1,544 | $4,845-68.1% | $4,236-63.6% | $5,850-73.6% |
| Admin fee / account holder | $1,152 | $7,079-83.7% | $5,794-80.1% | $11,596-90.1% |