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 | $17,014 | $111,535-84.7% | $105,223-83.8% | $137,256-87.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 18.64% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,224 | $3,939-68.9% | $3,689-66.8% | $4,156-70.6% |
| Participant deferral / active EE | $1,993 | $5,500-63.8% | $5,072-60.7% | $6,407-68.9% |
| Admin fee / account holder | $398 | $9,721-95.9% | $8,859-95.5% | $12,270-96.8% |