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 | $33,441 | $180,449-81.5% | $154,107-78.3% | $135,375-75.3% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -3.72% | 888.09%-891.8pp | 735.12%-738.8pp | 519.73%-523.5pp |
| Employer contribution / active EE | $4,760 | $6,035-21.1% | $5,298-10.1% | $4,779-0.4% |
| Participant deferral / active EE | $3,193 | $5,806-45.0% | $5,081-37.2% | $5,609-43.1% |
| Admin fee / account holder | $3,311 | $16,143-79.5% | $13,411-75.3% | $10,827-69.4% |