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 | $26,628 | $226,064-88.2% | $182,532-85.4% | $152,861-82.6% |
| Participation rate | 64.7% | 82.5%-17.7pp | 78.0%-13.3pp | 82.4%-17.7pp |
| Annual return | 9.16% | 192.51%-183.3pp | 148.54%-139.4pp | 345.32%-336.2pp |
| Employer contribution / active EE | $686 | $4,978-86.2% | $4,076-83.2% | $4,762-85.6% |
| Participant deferral / active EE | $1,944 | $6,368-69.5% | $5,524-64.8% | $5,850-66.8% |
| Admin fee / account holder | $3,292 | $10,703-69.2% | $8,592-61.7% | $11,596-71.6% |