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 | $58,169 | $76,000-23.5% | $154,107-62.3% | $64,186-9.4% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | 7.17% | 30.32%-23.1pp | 735.12%-727.9pp | 7.63%-0.5pp |
| Employer contribution / active EE | $698 | $3,351-79.2% | $5,298-86.8% | $2,381-70.7% |
| Participant deferral / active EE | $2,334 | $3,175-26.5% | $5,081-54.1% | $3,470-32.7% |
| Admin fee / account holder | $2,174 | $5,596-61.1% | $13,411-83.8% | $4,888-55.5% |