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 | $73,320 | $101,069-27.5% | $81,478-10.0% | $147,584-50.3% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 18.66% | 32.40%-13.7pp | 38.78%-20.1pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,672 | $3,205-47.8% | $2,568-34.9% | $4,876-65.7% |
| Participant deferral / active EE | $2,089 | $4,242-50.7% | $3,537-40.9% | $5,439-61.6% |
| Admin fee / account holder | $830 | $5,812-85.7% | $4,561-81.8% | $10,885-92.4% |