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 | $88,571 | $162,781-45.6% | $133,956-33.9% | $158,922-44.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 17.17% | 41.94%-24.8pp | 45.09%-27.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,536 | $4,975-49.0% | $3,919-35.3% | $4,761-46.7% |
| Participant deferral / active EE | $3,366 | $5,911-43.1% | $5,048-33.3% | $5,982-43.7% |
| Admin fee / account holder | $594 | $11,736-94.9% | $8,927-93.3% | $11,246-94.7% |