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 | $42,209 | $157,256-73.2% | $141,162-70.1% | $152,861-72.4% |
| Participation rate | 31.6% | 84.8%-53.2pp | 82.5%-50.9pp | 82.4%-50.9pp |
| Annual return | 32.79% | 64.32%-31.5pp | 71.39%-38.6pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,710 | $5,261-67.5% | $4,735-63.9% | $4,762-64.1% |
| Participant deferral / active EE | $4,330 | $7,109-39.1% | $6,709-35.5% | $5,850-26.0% |
| Admin fee / account holder | $3,364 | $12,120-72.2% | $10,261-67.2% | $11,596-71.0% |