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 | $28,326 | $232,540-87.8% | $185,117-84.7% | $147,584-80.8% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 11.50% | 43.03%-31.5pp | 40.50%-29.0pp | 578.55%-567.0pp |
| Employer contribution / active EE | $919 | $5,195-82.3% | $4,182-78.0% | $4,876-81.2% |
| Participant deferral / active EE | $1,224 | $5,834-79.0% | $5,045-75.7% | $5,439-77.5% |
| Admin fee / account holder | $2,258 | $10,275-78.0% | $8,159-72.3% | $10,885-79.3% |