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 | $37,929 | $232,540-83.7% | $185,117-79.5% | $147,584-74.3% |
| Participation rate | 27.8% | 82.4%-54.6pp | 77.3%-49.5pp | 82.8%-55.1pp |
| Annual return | 30.09% | 43.03%-12.9pp | 40.50%-10.4pp | 578.55%-548.5pp |
| Employer contribution / active EE | $1,018 | $5,195-80.4% | $4,182-75.6% | $4,876-79.1% |
| Participant deferral / active EE | $1,577 | $5,834-73.0% | $5,045-68.7% | $5,439-71.0% |
| Admin fee / account holder | $1,603 | $10,275-84.4% | $8,159-80.3% | $10,885-85.3% |