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 | $43,013 | $226,064-81.0% | $182,532-76.4% | $152,861-71.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.4%-25.3pp |
| Annual return | 21.92% | 192.51%-170.6pp | 148.54%-126.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,460 | $4,978-70.7% | $4,076-64.2% | $4,762-69.3% |
| Participant deferral / active EE | $3,382 | $6,368-46.9% | $5,524-38.8% | $5,850-42.2% |
| Admin fee / account holder | $770 | $10,703-92.8% | $8,592-91.0% | $11,596-93.4% |