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 | $75,809 | $104,907-27.7% | $84,611-10.4% | $152,861-50.4% |
| Participation rate | 42.9% | 74.8%-32.0pp | 68.2%-25.4pp | 82.4%-39.6pp |
| Annual return | 23.88% | 373.79%-349.9pp | 258.74%-234.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $875 | $3,302-73.5% | $2,652-67.0% | $4,762-81.6% |
| Participant deferral / active EE | $2,134 | $4,688-54.5% | $3,899-45.3% | $5,850-63.5% |
| Admin fee / account holder | $5,468 | $6,241-12.4% | $4,912+11.3% | $11,596-52.8% |