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 | $42,370 | $226,064-81.3% | $182,532-76.8% | $152,861-72.3% |
| Participation rate | 53.8% | 82.5%-28.6pp | 78.0%-24.1pp | 82.4%-28.6pp |
| Annual return | 24.12% | 192.51%-168.4pp | 148.54%-124.4pp | 345.32%-321.2pp |
| Employer contribution / active EE | $949 | $4,978-80.9% | $4,076-76.7% | $4,762-80.1% |
| Participant deferral / active EE | $2,097 | $6,368-67.1% | $5,524-62.0% | $5,850-64.2% |
| Admin fee / account holder | $2,994 | $10,703-72.0% | $8,592-65.2% | $11,596-74.2% |