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 | $38,051 | $118,680-67.9% | $98,907-61.5% | $158,922-76.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 12.17% | 372.35%-360.2pp | 196.43%-184.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $711 | $3,333-78.7% | $2,689-73.6% | $4,761-85.1% |
| Participant deferral / active EE | $3,917 | $5,088-23.0% | $4,244-7.7% | $5,982-34.5% |
| Admin fee / account holder | $13,888 | $10,131+37.1% | $6,642+109.1% | $11,246+23.5% |