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 | $37,820 | $217,402-82.6% | $185,823-79.6% | $167,490-77.4% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 14.09% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,432 | $5,873-75.6% | $5,167-72.3% | $4,837-70.4% |
| Participant deferral / active EE | $3,592 | $6,356-43.5% | $5,568-35.5% | $6,341-43.3% |
| Admin fee / account holder | $9,630 | $19,811-51.4% | $16,237-40.7% | $12,309-21.8% |