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 | $43,757 | $103,376-57.7% | $87,100-49.8% | $152,861-71.4% |
| Participation rate | 41.7% | 79.3%-37.7pp | 76.9%-35.2pp | 82.4%-40.8pp |
| Annual return | 28.73% | 28.10%+0.6pp | 28.19%+0.5pp | 345.32%-316.6pp |
| Employer contribution / active EE | $1,000 | $3,220-69.0% | $2,521-60.3% | $4,762-79.0% |
| Participant deferral / active EE | $3,361 | $4,778-29.7% | $4,049-17.0% | $5,850-42.6% |
| Admin fee / account holder | $1,876 | $12,205-84.6% | $7,497-75.0% | $11,596-83.8% |