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 | $64,888 | $113,339-42.7% | $94,993-31.7% | $147,584-56.0% |
| Participation rate | 58.3% | 78.0%-19.6pp | 73.9%-15.6pp | 82.8%-24.5pp |
| Annual return | 23.63% | 20.77%+2.9pp | 27.12%-3.5pp | 578.55%-554.9pp |
| Employer contribution / active EE | $896 | $3,160-71.6% | $2,603-65.6% | $4,876-81.6% |
| Participant deferral / active EE | $5,441 | $3,777+44.1% | $3,317+64.0% | $5,4390% |
| Admin fee / account holder | $567 | $6,063-90.6% | $4,960-88.6% | $10,885-94.8% |