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 | $48,468 | $149,679-67.6% | $117,039-58.6% | $147,584-67.2% |
| Participation rate | 54.5% | 83.5%-28.9pp | 77.2%-22.6pp | 82.8%-28.3pp |
| Annual return | 21.66% | 19.31%+2.3pp | 18.95%+2.7pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,606 | $4,937-67.5% | $3,785-57.6% | $4,876-67.1% |
| Participant deferral / active EE | $3,977 | $4,912-19.0% | $3,929+1.2% | $5,439-26.9% |
| Admin fee / account holder | $1,603 | $7,856-79.6% | $5,974-73.2% | $10,885-85.3% |