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 | $38,666 | $104,907-63.1% | $84,611-54.3% | $152,861-74.7% |
| Participation rate | 60.9% | 74.8%-14.0pp | 68.2%-7.4pp | 82.4%-21.6pp |
| Annual return | 18.10% | 373.79%-355.7pp | 258.74%-240.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,045 | $3,302-68.3% | $2,652-60.6% | $4,762-78.1% |
| Participant deferral / active EE | $1,523 | $4,688-67.5% | $3,899-60.9% | $5,850-74.0% |
| Admin fee / account holder | $4,619 | $6,241-26.0% | $4,912-6.0% | $11,596-60.2% |