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 | $95,242 | $168,632-43.5% | $147,614-35.5% | $125,391-24.0% |
| Participation rate | 28.6% | 88.8%-60.2pp | 84.6%-56.0pp | 83.2%-54.6pp |
| Annual return | 0.26% | 77.65%-77.4pp | 61.98%-61.7pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,435 | $6,252-77.1% | $5,564-74.2% | $4,866-70.5% |
| Participant deferral / active EE | $2,793 | $5,507-49.3% | $4,895-42.9% | $5,352-47.8% |
| Admin fee / account holder | $701 | $13,580-94.8% | $11,611-94.0% | $9,540-92.6% |