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 | $39,631 | $162,781-75.7% | $133,956-70.4% | $158,922-75.1% |
| Participation rate | 61.1% | 83.2%-22.1pp | 79.8%-18.7pp | 82.0%-20.8pp |
| Annual return | 21.03% | 41.94%-20.9pp | 45.09%-24.1pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,406 | $4,975-71.7% | $3,919-64.1% | $4,761-70.5% |
| Participant deferral / active EE | $5,056 | $5,911-14.5% | $5,048+0.2% | $5,982-15.5% |
| Admin fee / account holder | $5,098 | $11,736-56.6% | $8,927-42.9% | $11,246-54.7% |