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 | $63,188 | $99,652-36.6% | $78,778-19.8% | $147,584-57.2% |
| Participation rate | 56.5% | 76.2%-19.7pp | 69.2%-12.7pp | 82.8%-26.3pp |
| Annual return | 18.52% | 47.28%-28.8pp | 35.62%-17.1pp | 578.55%-560.0pp |
| Employer contribution / active EE | $363 | $2,796-87.0% | $1,986-81.7% | $4,876-92.6% |
| Participant deferral / active EE | $1,689 | $3,664-53.9% | $2,958-42.9% | $5,439-68.9% |
| Admin fee / account holder | $2,687 | $7,155-62.5% | $5,134-47.7% | $10,885-75.3% |