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 | $21,504 | $63,346-66.1% | $92,233-76.7% | $70,131-69.3% |
| Participation rate | 52.5% | 68.7%-16.2pp | 76.5%-24.0pp | 69.5%-17.0pp |
| Annual return | 20.96% | 530.12%-509.2pp | 176.28%-155.3pp | 73.14%-52.2pp |
| Employer contribution / active EE | $1,177 | $2,471-52.4% | $3,679-68.0% | $2,342-49.7% |
| Participant deferral / active EE | $2,197 | $2,854-23.0% | $3,897-43.6% | $3,332-34.1% |
| Admin fee / account holder | $571 | $3,840-85.1% | $5,194-89.0% | $4,645-87.7% |