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 | $38,733 | $105,181-63.2% | $159,436-75.7% | $85,850-54.9% |
| Participation rate | 69.0% | 75.8%-6.7pp | 82.8%-13.8pp | 69.3%-0.3pp |
| Annual return | 12.96% | 45.07%-32.1pp | 263.57%-250.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,176 | $3,318-64.5% | $4,829-75.6% | $2,565-54.1% |
| Participant deferral / active EE | $4,499 | $5,945-24.3% | $7,352-38.8% | $3,952+13.8% |
| Admin fee / account holder | $2,222 | $6,933-68.0% | $10,799-79.4% | $6,260-64.5% |