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 | $92,175 | $228,332-59.6% | $185,823-50.4% | $158,922-42.0% |
| Participation rate | 58.3% | 82.3%-24.0pp | 78.0%-19.7pp | 82.0%-23.6pp |
| Annual return | 15.00% | 40.80%-25.8pp | 35.95%-20.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $616 | $4,967-87.6% | $4,087-84.9% | $4,761-87.1% |
| Participant deferral / active EE | $4,579 | $6,415-28.6% | $5,632-18.7% | $5,982-23.5% |
| Admin fee / account holder | $307 | $11,864-97.4% | $9,500-96.8% | $11,246-97.3% |