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 | $52,802 | $232,540-77.3% | $185,117-71.5% | $147,584-64.2% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 21.62% | 43.03%-21.4pp | 40.50%-18.9pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,225 | $5,195-76.4% | $4,182-70.7% | $4,876-74.9% |
| Participant deferral / active EE | $1,643 | $5,834-71.8% | $5,045-67.4% | $5,439-69.8% |
| Admin fee / account holder | $1,500 | $10,275-85.4% | $8,159-81.6% | $10,885-86.2% |