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 | $65,937 | $105,931-37.8% | $81,930-19.5% | $158,922-58.5% |
| Participation rate | 22.7% | 75.6%-52.9pp | 72.0%-49.3pp | 82.0%-59.2pp |
| Annual return | 20.14% | 38.17%-18.0pp | 29.49%-9.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $661 | $7,800-91.5% | $4,310-84.7% | $4,761-86.1% |
| Participant deferral / active EE | $2,673 | $13,003-79.4% | $7,107-62.4% | $5,982-55.3% |
| Admin fee / account holder | $380 | $8,489-95.5% | $5,158-92.6% | $11,246-96.6% |