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 | $81,091 | $114,047-28.9% | $96,139-15.7% | $167,490-51.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 68.4%-35.1pp | 82.1%-48.8pp |
| Annual return | 17.92% | 189.88%-172.0pp | 191.94%-174.0pp | 478.56%-460.6pp |
| Employer contribution / active EE | $708 | $3,427-79.3% | $2,797-74.7% | $4,837-85.4% |
| Participant deferral / active EE | $2,365 | $5,194-54.5% | $4,349-45.6% | $6,341-62.7% |
| Admin fee / account holder | $375 | $6,897-94.6% | $5,537-93.2% | $12,309-97.0% |