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 | $38,070 | $111,724-65.9% | $93,606-59.3% | $145,922-73.9% |
| Participation rate | 57.1% | 74.2%-17.1pp | 68.7%-11.6pp | 80.3%-23.1pp |
| Annual return | 20.86% | 202.98%-182.1pp | 133.20%-112.3pp | 561.29%-540.4pp |
| Employer contribution / active EE | $1,278 | $3,090-58.6% | $2,420-47.2% | $4,660-72.6% |
| Participant deferral / active EE | $2,633 | $4,912-46.4% | $4,411-40.3% | $6,688-60.6% |
| Admin fee / account holder | $471 | $10,250-95.4% | $8,285-94.3% | $13,397-96.5% |