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 | $65,878 | $104,907-37.2% | $84,611-22.1% | $152,861-56.9% |
| Participation rate | 21.1% | 74.8%-53.8pp | 68.2%-47.2pp | 82.4%-61.4pp |
| Annual return | 23.59% | 373.79%-350.2pp | 258.74%-235.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $825 | $3,302-75.0% | $2,652-68.9% | $4,762-82.7% |
| Participant deferral / active EE | $4,155 | $4,688-11.4% | $3,899+6.6% | $5,850-29.0% |
| Admin fee / account holder | $3,801 | $6,241-39.1% | $4,912-22.6% | $11,596-67.2% |