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 | $58,654 | $209,411-72.0% | $178,490-67.1% | $158,922-63.1% |
| Participation rate | 54.5% | 86.3%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 7.23% | 188.75%-181.5pp | 151.07%-143.8pp | 302.83%-295.6pp |
| Employer contribution / active EE | $1,685 | $5,706-70.5% | $5,011-66.4% | $4,761-64.6% |
| Participant deferral / active EE | $2,442 | $5,954-59.0% | $5,202-53.1% | $5,982-59.2% |
| Admin fee / account holder | $39,568 | $17,074+131.7% | $13,984+183.0% | $11,246+251.9% |