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 | $23,470 | $49,173-52.3% | $121,098-80.6% | $75,163-68.8% |
| Participation rate | 55.8% | 55.4%+0.4pp | 69.5%-13.7pp | 67.2%-11.4pp |
| Annual return | 16.96% | 55.99%-39.0pp | 985.75%-968.8pp | 160.62%-143.7pp |
| Employer contribution / active EE | $393 | $1,546-74.6% | $4,164-90.6% | $2,670-85.3% |
| Participant deferral / active EE | $1,937 | $2,628-26.3% | $4,080-52.5% | $4,125-53.0% |
| Admin fee / account holder | $1,276 | $3,942-67.6% | $5,644-77.4% | $5,651-77.4% |