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 | $61,544 | $228,332-73.0% | $185,823-66.9% | $158,922-61.3% |
| Participation rate | 63.6% | 82.3%-18.7pp | 78.0%-14.4pp | 82.0%-18.3pp |
| Annual return | 21.62% | 40.80%-19.2pp | 35.95%-14.3pp | 302.83%-281.2pp |
| Employer contribution / active EE | $782 | $4,967-84.3% | $4,087-80.9% | $4,761-83.6% |
| Participant deferral / active EE | $2,232 | $6,415-65.2% | $5,632-60.4% | $5,982-62.7% |
| Admin fee / account holder | $1,954 | $11,864-83.5% | $9,500-79.4% | $11,246-82.6% |