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 | $70,199 | $149,734-53.1% | $118,925-41.0% | $158,922-55.8% |
| Participation rate | 44.4% | 82.1%-37.6pp | 75.4%-30.9pp | 82.0%-37.5pp |
| Annual return | 22.74% | 19.95%+2.8pp | 35.88%-13.1pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,172 | $4,115-71.5% | $3,263-64.1% | $4,761-75.4% |
| Participant deferral / active EE | $1,874 | $5,223-64.1% | $4,265-56.1% | $5,982-68.7% |
| Admin fee / account holder | $2,118 | $8,603-75.4% | $6,581-67.8% | $11,246-81.2% |