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 | $39,374 | $102,966-61.8% | $90,281-56.4% | $152,861-74.2% |
| Participation rate | 22.2% | 75.9%-53.6pp | 73.3%-51.0pp | 82.4%-60.2pp |
| Annual return | 18.89% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $839 | $3,139-73.3% | $2,854-70.6% | $4,762-82.4% |
| Participant deferral / active EE | $2,398 | $4,281-44.0% | $3,885-38.3% | $5,850-59.0% |
| Admin fee / account holder | $7,792 | $6,171+26.3% | $5,351+45.6% | $11,596-32.8% |