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 | $40,383 | $183,519-78.0% | $155,509-74.0% | $145,922-72.3% |
| Participation rate | 68.4% | 82.7%-14.2pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 12.94% | 61.17%-48.2pp | 64.67%-51.7pp | 561.29%-548.3pp |
| Employer contribution / active EE | $1,435 | $5,313-73.0% | $4,672-69.3% | $4,660-69.2% |
| Participant deferral / active EE | $3,471 | $6,462-46.3% | $5,626-38.3% | $6,688-48.1% |
| Admin fee / account holder | $4,872 | $19,313-74.8% | $15,912-69.4% | $13,397-63.6% |