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 | $74,134 | $165,912-55.3% | $122,332-39.4% | $147,584-49.8% |
| Participation rate | 36.4% | 79.6%-43.2pp | 71.6%-35.3pp | 82.8%-46.5pp |
| Annual return | 19.06% | 34.55%-15.5pp | 30.27%-11.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $836 | $5,754-85.5% | $4,050-79.4% | $4,876-82.9% |
| Participant deferral / active EE | $3,727 | $4,005-6.9% | $3,287+13.4% | $5,439-31.5% |
| Admin fee / account holder | $546 | $7,424-92.6% | $5,478-90.0% | $10,885-95.0% |