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 | $73,259 | $109,327-33.0% | $89,391-18.0% | $158,922-53.9% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 6.68% | 345.68%-339.0pp | 245.62%-238.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $783 | $3,170-75.3% | $2,586-69.7% | $4,761-83.5% |
| Participant deferral / active EE | $4,165 | $4,598-9.4% | $3,890+7.1% | $5,982-30.4% |
| Admin fee / account holder | $554 | $6,153-91.0% | $4,881-88.6% | $11,246-95.1% |