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 | $31,837 | $102,966-69.1% | $90,281-64.7% | $152,861-79.2% |
| Participation rate | 52.6% | 75.9%-23.2pp | 73.3%-20.6pp | 82.4%-29.8pp |
| Annual return | 26.10% | 95.16%-69.1pp | 78.10%-52.0pp | 345.32%-319.2pp |
| Employer contribution / active EE | $3,273 | $3,139+4.3% | $2,854+14.7% | $4,762-31.3% |
| Participant deferral / active EE | $4,777 | $4,281+11.6% | $3,885+23.0% | $5,850-18.3% |
| Admin fee / account holder | $1,079 | $6,171-82.5% | $5,351-79.8% | $11,596-90.7% |