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 | $36,553 | $107,334-65.9% | $92,893-60.7% | $152,861-76.1% |
| Participation rate | 65.2% | 79.8%-14.6pp | 76.0%-10.8pp | 82.4%-17.2pp |
| Annual return | 22.63% | 145.58%-122.9pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,133 | $4,221-73.2% | $3,653-69.0% | $4,762-76.2% |
| Participant deferral / active EE | $3,794 | $4,845-21.7% | $4,236-10.4% | $5,850-35.1% |
| Admin fee / account holder | $368 | $7,079-94.8% | $5,794-93.7% | $11,596-96.8% |