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 | $78,561 | $115,882-32.2% | $100,516-21.8% | $158,922-50.6% |
| Participation rate | 22.2% | 81.6%-59.3pp | 79.4%-57.2pp | 82.0%-59.7pp |
| Annual return | 18.61% | 34.79%-16.2pp | 30.89%-12.3pp | 302.83%-284.2pp |
| Employer contribution / active EE | $679 | $4,103-83.4% | $3,418-80.1% | $4,761-85.7% |
| Participant deferral / active EE | $2,718 | $6,674-59.3% | $6,270-56.7% | $5,982-54.6% |
| Admin fee / account holder | $1,601 | $10,995-85.4% | $8,081-80.2% | $11,246-85.8% |