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 | $79,009 | $176,377-55.2% | $134,143-41.1% | $158,922-50.3% |
| Participation rate | 41.7% | 78.7%-37.0pp | 72.2%-30.5pp | 82.0%-40.3pp |
| Annual return | 17.36% | 63.63%-46.3pp | 36.33%-19.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $677 | $5,040-86.6% | $3,704-81.7% | $4,761-85.8% |
| Participant deferral / active EE | $2,909 | $4,091-28.9% | $3,499-16.9% | $5,982-51.4% |
| Admin fee / account holder | $2,457 | $8,718-71.8% | $6,684-63.2% | $11,246-78.2% |