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 | $67,736 | $74,888-9.6% | $71,209-4.9% | $142,382-52.4% |
| Participation rate | 45.8% | 76.2%-30.4pp | 73.8%-27.9pp | 80.1%-34.3pp |
| Annual return | 13.08% | 345.14%-332.1pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,170 | $2,854-59.0% | $2,721-57.0% | $4,299-72.8% |
| Participant deferral / active EE | $1,890 | $4,454-57.6% | $4,175-54.7% | $6,507-71.0% |
| Admin fee / account holder | $1,642 | $5,568-70.5% | $5,349-69.3% | $12,624-87.0% |