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 | $44,862 | $106,890-58.0% | $84,015-46.6% | $152,861-70.7% |
| Participation rate | 69.6% | 75.2%-5.7pp | 69.0%+0.6pp | 82.4%-12.9pp |
| Annual return | 20.83% | 104.99%-84.2pp | 71.31%-50.5pp | 345.32%-324.5pp |
| Employer contribution / active EE | $513 | $2,734-81.2% | $1,983-74.1% | $4,762-89.2% |
| Participant deferral / active EE | $1,625 | $4,011-59.5% | $3,239-49.8% | $5,850-72.2% |
| Admin fee / account holder | $1,446 | $8,285-82.5% | $6,101-76.3% | $11,596-87.5% |