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 | $65,419 | $108,642-39.8% | $74,701-12.4% | $152,861-57.2% |
| Participation rate | 34.8% | 65.3%-30.6pp | 54.5%-19.7pp | 82.4%-47.7pp |
| Annual return | 18.12% | 114.06%-95.9pp | 752.92%-734.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $236 | $1,503-84.3% | $1,084-78.2% | $4,762-95.0% |
| Participant deferral / active EE | $1,854 | $2,712-31.6% | $1,964-5.6% | $5,850-68.3% |
| Admin fee / account holder | $2,849 | $4,902-41.9% | $3,333-14.5% | $11,596-75.4% |