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 | $37,235 | $76,738-51.5% | $56,411-34.0% | $145,922-74.5% |
| Participation rate | 27.3% | 63.2%-35.9pp | 52.5%-25.2pp | 80.3%-53.0pp |
| Annual return | 11.56% | 2994.23%-2982.7pp | 1701.33%-1689.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $616 | $1,380-55.4% | $1,039-40.7% | $4,660-86.8% |
| Participant deferral / active EE | $770 | $2,623-70.6% | $1,952-60.6% | $6,688-88.5% |
| Admin fee / account holder | $416 | $3,334-87.5% | $2,829-85.3% | $13,397-96.9% |