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 | $56,818 | $227,553-75.0% | $189,557-70.0% | $167,490-66.1% |
| Participation rate | 63.2% | 82.5%-19.3pp | 78.4%-15.3pp | 82.1%-18.9pp |
| Annual return | 12.74% | 78.40%-65.7pp | 64.17%-51.4pp | 478.56%-465.8pp |
| Employer contribution / active EE | $988 | $5,316-81.4% | $4,412-77.6% | $4,837-79.6% |
| Participant deferral / active EE | $2,884 | $7,002-58.8% | $6,174-53.3% | $6,341-54.5% |
| Admin fee / account holder | $12,841 | $11,878+8.1% | $9,807+30.9% | $12,309+4.3% |