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 | $74,644 | $165,984-55.0% | $164,813-54.7% | $145,922-48.8% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.6%-32.4pp | 80.3%-34.1pp |
| Annual return | 9.01% | 100.03%-91.0pp | 69.93%-60.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,445 | $5,273-72.6% | $4,341-66.7% | $4,660-69.0% |
| Participant deferral / active EE | $2,457 | $6,959-64.7% | $6,031-59.3% | $6,688-63.3% |
| Admin fee / account holder | $2,392 | $16,648-85.6% | $12,690-81.2% | $13,397-82.1% |