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 | $48,068 | $107,334-55.2% | $92,893-48.3% | $152,861-68.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 17.92% | 145.58%-127.7pp | 109.41%-91.5pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,970 | $4,221-53.3% | $3,653-46.1% | $4,762-58.6% |
| Participant deferral / active EE | $3,064 | $4,845-36.8% | $4,236-27.7% | $5,850-47.6% |
| Admin fee / account holder | $1,235 | $7,079-82.5% | $5,794-78.7% | $11,596-89.3% |