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 | $72,821 | $105,998-31.3% | $92,233-21.0% | $147,584-50.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 13.86% | 50.05%-36.2pp | 176.28%-162.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $913 | $4,333-78.9% | $3,679-75.2% | $4,876-81.3% |
| Participant deferral / active EE | $4,786 | $4,478+6.9% | $3,897+22.8% | $5,439-12.0% |
| Admin fee / account holder | $2,439 | $6,332-61.5% | $5,194-53.0% | $10,885-77.6% |