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 | $57,577 | $226,064-74.5% | $182,532-68.5% | $152,861-62.3% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.0%-22.4pp | 82.4%-26.9pp |
| Annual return | 15.91% | 192.51%-176.6pp | 148.54%-132.6pp | 345.32%-329.4pp |
| Employer contribution / active EE | $760 | $4,978-84.7% | $4,076-81.4% | $4,762-84.1% |
| Participant deferral / active EE | $1,481 | $6,368-76.7% | $5,524-73.2% | $5,850-74.7% |
| Admin fee / account holder | $8,652 | $10,703-19.2% | $8,592+0.7% | $11,596-25.4% |