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 | $28,609 | $52,279-45.3% | $89,391-68.0% | $79,858-64.2% |
| Participation rate | 63.6% | 57.5%+6.1pp | 68.0%-4.3pp | 69.6%-6.0pp |
| Annual return | 37.68% | 22.16%+15.5pp | 245.62%-207.9pp | 31.71%+6.0pp |
| Employer contribution / active EE | $1,814 | $1,572+15.4% | $2,586-29.8% | $2,471-26.6% |
| Participant deferral / active EE | $2,544 | $2,740-7.2% | $3,890-34.6% | $3,740-32.0% |
| Admin fee / account holder | $2,168 | $3,356-35.4% | $4,881-55.6% | $5,306-59.1% |