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 | $34,390 | $49,173-30.1% | $121,098-71.6% | $75,163-54.2% |
| Participation rate | 39.3% | 55.4%-16.0pp | 69.5%-30.1pp | 67.2%-27.8pp |
| Annual return | 35.41% | 55.99%-20.6pp | 985.75%-950.3pp | 160.62%-125.2pp |
| Employer contribution / active EE | $1,119 | $1,546-27.6% | $4,164-73.1% | $2,670-58.1% |
| Participant deferral / active EE | $2,386 | $2,628-9.2% | $4,080-41.5% | $4,125-42.1% |
| Admin fee / account holder | $1,545 | $3,942-60.8% | $5,644-72.6% | $5,651-72.7% |