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 | $70,620 | $99,652-29.1% | $78,778-10.4% | $147,584-52.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 16.92% | 47.28%-30.4pp | 35.62%-18.7pp | 578.55%-561.6pp |
| Employer contribution / active EE | $763 | $2,796-72.7% | $1,986-61.6% | $4,876-84.3% |
| Participant deferral / active EE | $1,096 | $3,664-70.1% | $2,958-63.0% | $5,439-79.9% |
| Admin fee / account holder | $4,568 | $7,155-36.2% | $5,134-11.0% | $10,885-58.0% |