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 | $33,714 | $165,912-79.7% | $122,332-72.4% | $147,584-77.2% |
| Participation rate | 12.5% | 79.6%-67.1pp | 71.6%-59.1pp | 82.8%-70.3pp |
| Annual return | 14.06% | 34.55%-20.5pp | 30.27%-16.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,106 | $5,754-80.8% | $4,050-72.7% | $4,876-77.3% |
| Participant deferral / active EE | $1,200 | $4,005-70.0% | $3,287-63.5% | $5,439-77.9% |
| Admin fee / account holder | $345 | $7,424-95.4% | $5,478-93.7% | $10,885-96.8% |