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 | $54,524 | $81,632-33.2% | $70,449-22.6% | $158,922-65.7% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 23.13% | 208.40%-185.3pp | 109.03%-85.9pp | 302.83%-279.7pp |
| Employer contribution / active EE | $945 | $3,217-70.6% | $2,737-65.5% | $4,761-80.2% |
| Participant deferral / active EE | $2,783 | $4,554-38.9% | $3,709-25.0% | $5,982-53.5% |
| Admin fee / account holder | $456 | $6,193-92.6% | $3,845-88.1% | $11,246-95.9% |