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 | $40,085 | $202,432-80.2% | $169,368-76.3% | $139,434-71.3% |
| Participation rate | 68.8% | 81.1%-12.3pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 17.30% | 531.74%-514.4pp | 405.60%-388.3pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,371 | $4,692-70.8% | $4,013-65.8% | $4,751-71.1% |
| Participant deferral / active EE | $3,522 | $6,938-49.2% | $6,221-43.4% | $6,710-47.5% |
| Admin fee / account holder | $468 | $10,708-95.6% | $9,003-94.8% | $11,403-95.9% |