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 | $70,582 | $95,561-26.1% | $77,163-8.5% | $139,434-49.4% |
| Participation rate | 64.7% | 73.9%-9.2pp | 69.6%-4.9pp | 80.3%-15.6pp |
| Annual return | 26.72% | 54.92%-28.2pp | 37.87%-11.2pp | 372.94%-346.2pp |
| Employer contribution / active EE | $658 | $3,147-79.1% | $2,535-74.0% | $4,751-86.1% |
| Participant deferral / active EE | $2,214 | $4,624-52.1% | $3,833-42.3% | $6,710-67.0% |
| Admin fee / account holder | $1,249 | $8,295-84.9% | $5,472-77.2% | $11,403-89.0% |