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 | $45,349 | $104,664-56.7% | $85,682-47.1% | $167,490-72.9% |
| Participation rate | 42.9% | 76.4%-33.5pp | 69.9%-27.0pp | 82.1%-39.2pp |
| Annual return | 16.24% | 21.45%-5.2pp | 21.49%-5.2pp | 478.56%-462.3pp |
| Employer contribution / active EE | $863 | $3,337-74.1% | $2,618-67.0% | $4,837-82.2% |
| Participant deferral / active EE | $3,129 | $4,824-35.1% | $3,923-20.2% | $6,341-50.7% |
| Admin fee / account holder | $1,678 | $10,032-83.3% | $6,873-75.6% | $12,309-86.4% |