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 | $67,037 | $99,652-32.7% | $78,778-14.9% | $147,584-54.6% |
| Participation rate | 61.9% | 76.2%-14.3pp | 69.2%-7.3pp | 82.8%-20.9pp |
| Annual return | 18.06% | 47.28%-29.2pp | 35.62%-17.6pp | 578.55%-560.5pp |
| Employer contribution / active EE | $637 | $2,796-77.2% | $1,986-67.9% | $4,876-86.9% |
| Participant deferral / active EE | $1,600 | $3,664-56.3% | $2,958-45.9% | $5,439-70.6% |
| Admin fee / account holder | $5,559 | $7,155-22.3% | $5,134+8.3% | $10,885-48.9% |