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 | $74,919 | $144,119-48.0% | $117,854-36.4% | $147,584-49.2% |
| Participation rate | 65.2% | 83.4%-18.2pp | 79.7%-14.4pp | 82.8%-17.6pp |
| Annual return | 15.75% | 531.15%-515.4pp | 335.08%-319.3pp | 578.55%-562.8pp |
| Employer contribution / active EE | $902 | $4,896-81.6% | $3,786-76.2% | $4,876-81.5% |
| Participant deferral / active EE | $3,936 | $5,316-26.0% | $4,482-12.2% | $5,439-27.6% |
| Admin fee / account holder | $3,934 | $10,886-63.9% | $8,020-50.9% | $10,885-63.9% |