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 | $34,945 | $198,466-82.4% | $170,442-79.5% | $147,584-76.3% |
| Participation rate | 57.1% | 88.0%-30.8pp | 83.6%-26.5pp | 82.8%-25.7pp |
| Annual return | 20.35% | 257.29%-236.9pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,854 | $6,184-70.0% | $5,433-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $5,135 | $5,629-8.8% | $4,939+4.0% | $5,439-5.6% |
| Admin fee / account holder | $1,430 | $16,852-91.5% | $13,880-89.7% | $10,885-86.9% |