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 | $82,103 | $132,634-38.1% | $115,768-29.1% | $137,256-40.2% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.4%-32.7pp | 80.0%-38.3pp |
| Annual return | 22.73% | 160.70%-138.0pp | 100.46%-77.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $996 | $3,360-70.4% | $2,940-66.1% | $4,156-76.0% |
| Participant deferral / active EE | $1,875 | $5,619-66.6% | $4,917-61.9% | $6,407-70.7% |
| Admin fee / account holder | $3,423 | $15,028-77.2% | $12,439-72.5% | $12,270-72.1% |