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 | $45,293 | $99,652-54.5% | $78,778-42.5% | $147,584-69.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 13.32% | 47.28%-34.0pp | 35.62%-22.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $800 | $2,796-71.4% | $1,986-59.7% | $4,876-83.6% |
| Participant deferral / active EE | $8,000 | $3,664+118.4% | $2,958+170.4% | $5,439+47.1% |
| Admin fee / account holder | $538 | $7,155-92.5% | $5,134-89.5% | $10,885-95.1% |