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 | $29,277 | $105,998-72.4% | $92,233-68.3% | $147,584-80.2% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 21.82% | 50.05%-28.2pp | 176.28%-154.5pp | 578.55%-556.7pp |
| Employer contribution / active EE | $731 | $4,333-83.1% | $3,679-80.1% | $4,876-85.0% |
| Participant deferral / active EE | $5,233 | $4,478+16.9% | $3,897+34.3% | $5,439-3.8% |
| Admin fee / account holder | $1,876 | $6,332-70.4% | $5,194-63.9% | $10,885-82.8% |