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 | $39,903 | $74,888-46.7% | $71,209-44.0% | $142,382-72.0% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.8%-8.8pp | 80.1%-15.1pp |
| Annual return | 19.90% | 345.14%-325.2pp | 282.51%-262.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $597 | $2,854-79.1% | $2,721-78.0% | $4,299-86.1% |
| Participant deferral / active EE | $5,169 | $4,454+16.0% | $4,175+23.8% | $6,507-20.6% |
| Admin fee / account holder | $452 | $5,568-91.9% | $5,349-91.6% | $12,624-96.4% |