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 | $36,930 | $135,952-72.8% | $123,892-70.2% | $273,961-86.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 137.78% | 56.63%+81.2pp | 47.52%+90.3pp | 41.45%+96.3pp |
| Employer contribution / active EE | $1,391 | $5,170-73.1% | $4,617-69.9% | $4,869-71.4% |
| Participant deferral / active EE | $5,045 | $6,343-20.5% | $5,984-15.7% | $5,287-4.6% |
| Admin fee / account holder | $3,090 | $9,817-68.5% | $8,357-63.0% | $10,132-69.5% |