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 | $29,873 | $63,346-52.8% | $92,233-67.6% | $70,131-57.4% |
| Participation rate | 65.7% | 68.7%-3.0pp | 76.5%-10.8pp | 69.5%-3.8pp |
| Annual return | 18.39% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,033 | $2,471-17.7% | $3,679-44.7% | $2,342-13.2% |
| Participant deferral / active EE | $2,917 | $2,854+2.2% | $3,897-25.1% | $3,332-12.4% |
| Admin fee / account holder | $511 | $3,840-86.7% | $5,194-90.2% | $4,645-89.0% |