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 | $75,212 | $228,332-67.1% | $185,823-59.5% | $158,922-52.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 11.80% | 40.80%-29.0pp | 35.95%-24.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $746 | $4,967-85.0% | $4,087-81.7% | $4,761-84.3% |
| Participant deferral / active EE | $8,964 | $6,415+39.7% | $5,632+59.2% | $5,982+49.9% |
| Admin fee / account holder | $701 | $11,864-94.1% | $9,500-92.6% | $11,246-93.8% |