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 | $51,625 | $210,648-75.5% | $177,989-71.0% | $145,922-64.6% |
| Participation rate | 63.6% | 80.8%-17.1pp | 77.1%-13.4pp | 80.3%-16.6pp |
| Annual return | 14.41% | 385.86%-371.4pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $984 | $4,565-78.4% | $3,949-75.1% | $4,660-78.9% |
| Participant deferral / active EE | $2,548 | $6,958-63.4% | $6,276-59.4% | $6,688-61.9% |
| Admin fee / account holder | $1,824 | $12,013-84.8% | $10,363-82.4% | $13,397-86.4% |