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 | $24,881 | $149,734-83.4% | $118,925-79.1% | $158,922-84.3% |
| Participation rate | 63.2% | 82.1%-18.9pp | 75.4%-12.2pp | 82.0%-18.8pp |
| Annual return | 21.35% | 19.95%+1.4pp | 35.88%-14.5pp | 302.83%-281.5pp |
| Employer contribution / active EE | $860 | $4,115-79.1% | $3,263-73.6% | $4,761-81.9% |
| Participant deferral / active EE | $1,398 | $5,223-73.2% | $4,265-67.2% | $5,982-76.6% |
| Admin fee / account holder | $351 | $8,603-95.9% | $6,581-94.7% | $11,246-96.9% |