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 | $54,177 | $107,334-49.5% | $92,893-41.7% | $152,861-64.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 20.03% | 145.58%-125.5pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $1,109 | $4,221-73.7% | $3,653-69.6% | $4,762-76.7% |
| Participant deferral / active EE | $1,552 | $4,845-68.0% | $4,236-63.4% | $5,850-73.5% |
| Admin fee / account holder | $3,606 | $7,079-49.1% | $5,794-37.8% | $11,596-68.9% |