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 | $38,787 | $81,632-52.5% | $70,449-44.9% | $158,922-75.6% |
| Participation rate | 41.2% | 77.7%-36.5pp | 75.1%-33.9pp | 82.0%-40.8pp |
| Annual return | 17.63% | 208.40%-190.8pp | 109.03%-91.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,282 | $3,217-60.1% | $2,737-53.1% | $4,761-73.1% |
| Participant deferral / active EE | $2,892 | $4,554-36.5% | $3,709-22.0% | $5,982-51.7% |
| Admin fee / account holder | $3,051 | $6,193-50.7% | $3,845-20.7% | $11,246-72.9% |