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 | $72,294 | $112,881-36.0% | $90,951-20.5% | $158,922-54.5% |
| Participation rate | 57.9% | 74.7%-16.8pp | 69.0%-11.1pp | 82.0%-24.1pp |
| Annual return | 16.70% | 215.79%-199.1pp | 134.60%-117.9pp | 302.83%-286.1pp |
| Employer contribution / active EE | $759 | $2,893-73.8% | $2,122-64.2% | $4,761-84.1% |
| Participant deferral / active EE | $2,517 | $4,128-39.0% | $3,373-25.4% | $5,982-57.9% |
| Admin fee / account holder | $714 | $8,041-91.1% | $5,959-88.0% | $11,246-93.7% |