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 | $30,806 | $209,411-85.3% | $178,490-82.7% | $158,922-80.6% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 18.08% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.7pp |
| Employer contribution / active EE | $1,998 | $5,706-65.0% | $5,011-60.1% | $4,761-58.0% |
| Participant deferral / active EE | $4,620 | $5,954-22.4% | $5,202-11.2% | $5,982-22.8% |
| Admin fee / account holder | $789 | $17,074-95.4% | $13,984-94.4% | $11,246-93.0% |