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 | $38,242 | $176,056-78.3% | $159,436-76.0% | $167,490-77.2% |
| Participation rate | 52.9% | 84.9%-32.0pp | 82.8%-29.9pp | 82.1%-29.2pp |
| Annual return | 17.11% | 331.75%-314.6pp | 263.57%-246.5pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,909 | $5,297-64.0% | $4,829-60.5% | $4,837-60.5% |
| Participant deferral / active EE | $4,772 | $7,750-38.4% | $7,352-35.1% | $6,341-24.7% |
| Admin fee / account holder | $708 | $12,554-94.4% | $10,799-93.4% | $12,309-94.2% |