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 | $45,561 | $116,175-60.8% | $93,606-51.3% | $152,861-70.2% |
| Participation rate | 47.6% | 78.0%-30.4pp | 75.8%-28.2pp | 82.4%-34.8pp |
| Annual return | 23.33% | 35.96%-12.6pp | 32.76%-9.4pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,553 | $3,218-51.7% | $2,718-42.8% | $4,762-67.4% |
| Participant deferral / active EE | $1,485 | $4,603-67.7% | $4,069-63.5% | $5,850-74.6% |
| Admin fee / account holder | $621 | $10,748-94.2% | $7,888-92.1% | $11,596-94.6% |