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 | $87,162 | $232,540-62.5% | $185,117-52.9% | $147,584-40.9% |
| Participation rate | 44.4% | 82.4%-37.9pp | 77.3%-32.8pp | 82.8%-38.4pp |
| Annual return | 17.42% | 43.03%-25.6pp | 40.50%-23.1pp | 578.55%-561.1pp |
| Employer contribution / active EE | $430 | $5,195-91.7% | $4,182-89.7% | $4,876-91.2% |
| Participant deferral / active EE | $2,826 | $5,834-51.5% | $5,045-44.0% | $5,439-48.0% |
| Admin fee / account holder | $312 | $10,275-97.0% | $8,159-96.2% | $10,885-97.1% |