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 | $74,550 | $107,334-30.5% | $92,893-19.7% | $152,861-51.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 21.74% | 145.58%-123.8pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,480 | $4,221-64.9% | $3,653-59.5% | $4,762-68.9% |
| Participant deferral / active EE | $4,450 | $4,845-8.2% | $4,236+5.0% | $5,850-23.9% |
| Admin fee / account holder | $5,755 | $7,079-18.7% | $5,794-0.7% | $11,596-50.4% |