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 | $25,929 | $232,540-88.8% | $185,117-86.0% | $147,584-82.4% |
| Participation rate | 37.5% | 82.4%-44.9pp | 77.3%-39.8pp | 82.8%-45.3pp |
| Annual return | 21.65% | 43.03%-21.4pp | 40.50%-18.8pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,040 | $5,195-80.0% | $4,182-75.1% | $4,876-78.7% |
| Participant deferral / active EE | $3,228 | $5,834-44.7% | $5,045-36.0% | $5,439-40.7% |
| Admin fee / account holder | $305 | $10,275-97.0% | $8,159-96.3% | $10,885-97.2% |