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 | $79,703 | $226,064-64.7% | $182,532-56.3% | $152,861-47.9% |
| Participation rate | 61.9% | 82.5%-20.5pp | 78.0%-16.1pp | 82.4%-20.5pp |
| Annual return | 14.87% | 192.51%-177.6pp | 148.54%-133.7pp | 345.32%-330.4pp |
| Employer contribution / active EE | $941 | $4,978-81.1% | $4,076-76.9% | $4,762-80.2% |
| Participant deferral / active EE | $1,883 | $6,368-70.4% | $5,524-65.9% | $5,850-67.8% |
| Admin fee / account holder | $811 | $10,703-92.4% | $8,592-90.6% | $11,596-93.0% |