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 | $133,922-38.7% | $116,228-29.4% | $142,382-42.3% |
| Participation rate | 41.7% | 77.9%-36.2pp | 74.6%-32.9pp | 80.1%-38.5pp |
| Annual return | 22.73% | 147.76%-125.0pp | 90.06%-67.3pp | 217.08%-194.3pp |
| Employer contribution / active EE | $996 | $3,446-71.1% | $2,994-66.7% | $4,299-76.8% |
| Participant deferral / active EE | $1,875 | $5,672-66.9% | $4,953-62.1% | $6,507-71.2% |
| Admin fee / account holder | $3,423 | $14,945-77.1% | $11,989-71.5% | $12,624-72.9% |