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 | $52,560 | $165,912-68.3% | $122,332-57.0% | $147,584-64.4% |
| Participation rate | 55.6% | 79.6%-24.0pp | 71.6%-16.1pp | 82.8%-27.3pp |
| Annual return | 11.32% | 34.55%-23.2pp | 30.27%-19.0pp | 578.55%-567.2pp |
| Employer contribution / active EE | $389 | $5,754-93.2% | $4,050-90.4% | $4,876-92.0% |
| Participant deferral / active EE | $4,055 | $4,005+1.2% | $3,287+23.4% | $5,439-25.4% |
| Admin fee / account holder | $13,397 | $7,424+80.5% | $5,478+144.6% | $10,885+23.1% |