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 | $66,185 | $100,901-34.4% | $75,670-12.5% | $147,584-55.2% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.3%-5.7pp | 82.8%-16.2pp |
| Annual return | 12.85% | 35.78%-22.9pp | 27.34%-14.5pp | 578.55%-565.7pp |
| Employer contribution / active EE | $262 | $3,253-92.0% | $2,352-88.9% | $4,876-94.6% |
| Participant deferral / active EE | $1,220 | $4,027-69.7% | $3,142-61.2% | $5,439-77.6% |
| Admin fee / account holder | $1,498 | $11,285-86.7% | $5,800-74.2% | $10,885-86.2% |