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 | $74,868 | $107,334-30.2% | $92,893-19.4% | $152,861-51.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 16.13% | 145.58%-129.5pp | 109.41%-93.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,988 | $4,221-29.2% | $3,653-18.2% | $4,762-37.3% |
| Participant deferral / active EE | $2,988 | $4,845-38.3% | $4,236-29.5% | $5,850-48.9% |
| Admin fee / account holder | $355 | $7,079-95.0% | $5,794-93.9% | $11,596-96.9% |