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 | $68,035 | $105,859-35.7% | $90,160-24.5% | $147,584-53.9% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 13.47% | 37.63%-24.2pp | 34.88%-21.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $680 | $4,126-83.5% | $3,318-79.5% | $4,876-86.1% |
| Participant deferral / active EE | $2,732 | $5,733-52.3% | $5,288-48.3% | $5,439-49.8% |
| Admin fee / account holder | $9,605 | $8,046+19.4% | $5,943+61.6% | $10,885-11.8% |