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 | $21,789 | $85,202-74.4% | $172,739-87.4% | $72,985-70.1% |
| Participation rate | 69.6% | 70.1%-0.5pp | 82.6%-13.1pp | 69.5%+0.1pp |
| Annual return | 16.19% | 27.32%-11.1pp | 802.84%-786.7pp | 81.00%-64.8pp |
| Employer contribution / active EE | $889 | $3,324-73.3% | $5,143-82.7% | $2,440-63.6% |
| Participant deferral / active EE | $1,714 | $3,260-47.4% | $5,198-67.0% | $3,607-52.5% |
| Admin fee / account holder | $2,465 | $5,884-58.1% | $13,954-82.3% | $5,124-51.9% |