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 | $37,261 | $156,846-76.2% | $121,098-69.2% | $139,434-73.3% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 12.22% | 1474.56%-1462.3pp | 985.75%-973.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $694 | $5,536-87.5% | $4,164-83.3% | $4,751-85.4% |
| Participant deferral / active EE | $1,494 | $4,844-69.2% | $4,080-63.4% | $6,710-77.7% |
| Admin fee / account holder | $857 | $6,946-87.7% | $5,644-84.8% | $11,403-92.5% |