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 | $36,944 | $60,323-38.8% | $81,812-54.8% | $74,495-50.4% |
| Participation rate | 36.6% | 62.9%-26.2pp | 72.3%-35.7pp | 67.2%-30.6pp |
| Annual return | 13.02% | 16.90%-3.9pp | 773.79%-760.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,628 | $2,620+0.3% | $2,912-9.8% | $2,623+0.2% |
| Participant deferral / active EE | $1,082 | $3,387-68.1% | $4,319-74.9% | $4,346-75.1% |
| Admin fee / account holder | $2,136 | $1,486+43.7% | $7,386-71.1% | $1,942+10.0% |