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 | $68,877 | $106,890-35.6% | $84,015-18.0% | $152,861-54.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 26.63% | 104.99%-78.4pp | 71.31%-44.7pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,042 | $2,734-61.9% | $1,983-47.5% | $4,762-78.1% |
| Participant deferral / active EE | $1,773 | $4,011-55.8% | $3,239-45.3% | $5,850-69.7% |
| Admin fee / account holder | $1,301 | $8,285-84.3% | $6,101-78.7% | $11,596-88.8% |