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 | $73,820 | $112,096-34.1% | $95,952-23.1% | $158,922-53.5% |
| Participation rate | 56.5% | 79.0%-22.5pp | 77.1%-20.6pp | 82.0%-25.4pp |
| Annual return | 13.65% | 171.09%-157.4pp | 91.61%-78.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,290 | $3,198-59.7% | $2,541-49.2% | $4,761-72.9% |
| Participant deferral / active EE | $1,588 | $4,784-66.8% | $4,167-61.9% | $5,982-73.5% |
| Admin fee / account holder | $5,375 | $10,130-46.9% | $6,795-20.9% | $11,246-52.2% |