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 | $67,161 | $99,918-32.8% | $81,382-17.5% | $145,922-54.0% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.5%-14.5pp | 80.3%-25.3pp |
| Annual return | 12.58% | 34.32%-21.7pp | 24.73%-12.2pp | 561.29%-548.7pp |
| Employer contribution / active EE | $752 | $2,978-74.7% | $2,463-69.5% | $4,660-83.9% |
| Participant deferral / active EE | $7,301 | $4,605+58.5% | $3,883+88.0% | $6,688+9.2% |
| Admin fee / account holder | $8,870 | $8,212+8.0% | $5,768+53.8% | $13,397-33.8% |