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 | $34,824 | $210,648-83.5% | $177,989-80.4% | $145,922-76.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.98% | 385.86%-371.9pp | 294.48%-280.5pp | 561.29%-547.3pp |
| Employer contribution / active EE | $989 | $4,565-78.3% | $3,949-74.9% | $4,660-78.8% |
| Participant deferral / active EE | $1,270 | $6,958-81.8% | $6,276-79.8% | $6,688-81.0% |
| Admin fee / account holder | $4,371 | $12,013-63.6% | $10,363-57.8% | $13,397-67.4% |