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 | $38,065 | $73,515-48.2% | $62,995-39.6% | $147,584-74.2% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 16.90% | 175.43%-158.5pp | 87.57%-70.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $639 | $3,320-80.7% | $2,759-76.8% | $4,876-86.9% |
| Participant deferral / active EE | $9,400 | $4,185+124.6% | $3,329+182.3% | $5,439+72.8% |
| Admin fee / account holder | $11,251 | $5,953+89.0% | $3,600+212.5% | $10,885+3.4% |