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 | $87,099 | $107,334-18.9% | $92,893-6.2% | $152,861-43.0% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 23.29% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $919 | $4,221-78.2% | $3,653-74.8% | $4,762-80.7% |
| Participant deferral / active EE | $2,100 | $4,845-56.7% | $4,236-50.4% | $5,850-64.1% |
| Admin fee / account holder | $700 | $7,079-90.1% | $5,794-87.9% | $11,596-94.0% |