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 | $36,335 | $165,335-78.0% | $149,696-75.7% | $158,922-77.1% |
| Participation rate | 61.9% | 84.6%-22.7pp | 82.5%-20.6pp | 82.0%-20.1pp |
| Annual return | 21.93% | 348.15%-326.2pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,747 | $5,103-65.8% | $4,644-62.4% | $4,761-63.3% |
| Participant deferral / active EE | $2,915 | $7,181-59.4% | $6,842-57.4% | $5,982-51.3% |
| Admin fee / account holder | $839 | $10,807-92.2% | $9,309-91.0% | $11,246-92.5% |