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 | $43,705 | $107,334-59.3% | $92,893-53.0% | $152,861-71.4% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.4%-42.4pp |
| Annual return | 21.73% | 145.58%-123.8pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,657 | $4,221-60.7% | $3,653-54.6% | $4,762-65.2% |
| Participant deferral / active EE | $2,221 | $4,845-54.2% | $4,236-47.6% | $5,850-62.0% |
| Admin fee / account holder | $4,967 | $7,079-29.8% | $5,794-14.3% | $11,596-57.2% |