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 | $39,208 | $152,460-74.3% | $118,746-67.0% | $147,584-73.4% |
| Participation rate | 26.1% | 82.3%-56.2pp | 78.3%-52.2pp | 82.8%-56.7pp |
| Annual return | 21.17% | 17.41%+3.8pp | 24.54%-3.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,338 | $5,046-73.5% | $4,193-68.1% | $4,876-72.6% |
| Participant deferral / active EE | $3,246 | $6,212-47.8% | $5,332-39.1% | $5,439-40.3% |
| Admin fee / account holder | $17,131 | $16,953+1.1% | $10,720+59.8% | $10,885+57.4% |