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 | $128,955 | $112,096+15.0% | $95,952+34.4% | $158,922-18.9% |
| Participation rate | 58.8% | 79.0%-20.1pp | 77.1%-18.2pp | 82.0%-23.1pp |
| Annual return | 12.95% | 171.09%-158.1pp | 91.61%-78.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $821 | $3,198-74.3% | $2,541-67.7% | $4,761-82.8% |
| Participant deferral / active EE | $3,189 | $4,784-33.3% | $4,167-23.5% | $5,982-46.7% |
| Admin fee / account holder | $907 | $10,130-91.1% | $6,795-86.7% | $11,246-91.9% |