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 | $32,279 | $126,574-74.5% | $106,213-69.6% | $145,922-77.9% |
| Participation rate | 64.3% | 77.6%-13.4pp | 75.3%-11.0pp | 80.3%-16.0pp |
| Annual return | 10.80% | 224.79%-214.0pp | 116.14%-105.3pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,941 | $3,730-48.0% | $3,171-38.8% | $4,660-58.3% |
| Participant deferral / active EE | $2,327 | $5,724-59.3% | $5,016-53.6% | $6,688-65.2% |
| Admin fee / account holder | $33,858 | $17,304+95.7% | $11,033+206.9% | $13,397+152.7% |