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 | $105,686 | $228,332-53.7% | $185,823-43.1% | $158,922-33.5% |
| Participation rate | 44.4% | 82.3%-37.9pp | 78.0%-33.6pp | 82.0%-37.5pp |
| Annual return | 28.62% | 40.80%-12.2pp | 35.95%-7.3pp | 302.83%-274.2pp |
| Employer contribution / active EE | $901 | $4,967-81.9% | $4,087-78.0% | $4,761-81.1% |
| Participant deferral / active EE | $3,857 | $6,415-39.9% | $5,632-31.5% | $5,982-35.5% |
| Admin fee / account holder | $4,147 | $11,864-65.0% | $9,500-56.4% | $11,246-63.1% |