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 | $74,538 | $165,912-55.1% | $122,332-39.1% | $147,584-49.5% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 22.32% | 34.55%-12.2pp | 30.27%-8.0pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,015 | $5,754-82.4% | $4,050-74.9% | $4,876-79.2% |
| Participant deferral / active EE | $3,976 | $4,005-0.7% | $3,287+21.0% | $5,439-26.9% |
| Admin fee / account holder | $855 | $7,424-88.5% | $5,478-84.4% | $10,885-92.1% |