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 | $34,299 | $149,679-77.1% | $117,039-70.7% | $147,584-76.8% |
| Participation rate | 63.6% | 83.5%-19.9pp | 77.2%-13.5pp | 82.8%-19.2pp |
| Annual return | 16.46% | 19.31%-2.9pp | 18.95%-2.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $817 | $4,937-83.4% | $3,785-78.4% | $4,876-83.2% |
| Participant deferral / active EE | $2,551 | $4,912-48.1% | $3,929-35.1% | $5,439-53.1% |
| Admin fee / account holder | $1,364 | $7,856-82.6% | $5,974-77.2% | $10,885-87.5% |