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 | $36,604 | $232,540-84.3% | $185,117-80.2% | $147,584-75.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 27.77% | 43.03%-15.3pp | 40.50%-12.7pp | 578.55%-550.8pp |
| Employer contribution / active EE | $673 | $5,195-87.0% | $4,182-83.9% | $4,876-86.2% |
| Participant deferral / active EE | $2,904 | $5,834-50.2% | $5,045-42.4% | $5,439-46.6% |
| Admin fee / account holder | $462 | $10,275-95.5% | $8,159-94.3% | $10,885-95.8% |