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 | $24,018 | $85,766-72.0% | $136,294-82.4% | $70,131-65.8% |
| Participation rate | 68.2% | 74.2%-5.9pp | 81.9%-13.7pp | 69.5%-1.3pp |
| Annual return | 44.58% | 31.45%+13.1pp | 5155.94%-5111.4pp | 73.14%-28.6pp |
| Employer contribution / active EE | $1,680 | $2,966-43.4% | $4,695-64.2% | $2,342-28.3% |
| Participant deferral / active EE | $3,319 | $5,051-34.3% | $6,247-46.9% | $3,332-0.4% |
| Admin fee / account holder | $903 | $5,420-83.3% | $9,243-90.2% | $4,645-80.6% |