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 | $30,853 | $209,411-85.3% | $178,490-82.7% | $158,922-80.6% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.50% | 188.75%-172.2pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,789 | $5,706-68.7% | $5,011-64.3% | $4,761-62.4% |
| Participant deferral / active EE | $5,607 | $5,954-5.8% | $5,202+7.8% | $5,982-6.3% |
| Admin fee / account holder | $1,212 | $17,074-92.9% | $13,984-91.3% | $11,246-89.2% |