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 | $47,903 | $106,890-55.2% | $84,015-43.0% | $152,861-68.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 16.53% | 104.99%-88.5pp | 71.31%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $601 | $2,734-78.0% | $1,983-69.7% | $4,762-87.4% |
| Participant deferral / active EE | $1,183 | $4,011-70.5% | $3,239-63.5% | $5,850-79.8% |
| Admin fee / account holder | $2,126 | $8,285-74.3% | $6,101-65.2% | $11,596-81.7% |