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 | $59,072 | $107,934-45.3% | $91,989-35.8% | $152,861-61.4% |
| Participation rate | 63.6% | 81.2%-17.5pp | 78.6%-15.0pp | 82.4%-18.8pp |
| Annual return | 14.28% | 89.24%-75.0pp | 69.02%-54.7pp | 345.32%-331.0pp |
| Employer contribution / active EE | $774 | $4,210-81.6% | $3,452-77.6% | $4,762-83.7% |
| Participant deferral / active EE | $2,953 | $6,364-53.6% | $5,923-50.1% | $5,850-49.5% |
| Admin fee / account holder | $1,378 | $10,520-86.9% | $7,743-82.2% | $11,596-88.1% |