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 | $52,160 | $106,890-51.2% | $84,015-37.9% | $152,861-65.9% |
| Participation rate | 55.0% | 75.2%-20.2pp | 69.0%-14.0pp | 82.4%-27.4pp |
| Annual return | 14.99% | 104.99%-90.0pp | 71.31%-56.3pp | 345.32%-330.3pp |
| Employer contribution / active EE | $754 | $2,734-72.4% | $1,983-62.0% | $4,762-84.2% |
| Participant deferral / active EE | $5,906 | $4,011+47.2% | $3,239+82.3% | $5,850+0.9% |
| Admin fee / account holder | $1,775 | $8,285-78.6% | $6,101-70.9% | $11,596-84.7% |