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 | $45,274 | $133,922-66.2% | $116,228-61.0% | $142,382-68.2% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.6%-17.4pp | 80.1%-23.0pp |
| Annual return | 16.46% | 147.76%-131.3pp | 90.06%-73.6pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,010 | $3,446-70.7% | $2,994-66.3% | $4,299-76.5% |
| Participant deferral / active EE | $2,466 | $5,672-56.5% | $4,953-50.2% | $6,507-62.1% |
| Admin fee / account holder | $3,695 | $14,945-75.3% | $11,989-69.2% | $12,624-70.7% |