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 5-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 | $17,408 | $99,877-82.6% | $84,966-79.5% | $145,922-88.1% |
| Participation rate | 68.4% | 74.1%-5.7pp | 67.5%+0.9pp | 80.3%-11.9pp |
| Annual return | 24.94% | 83.76%-58.8pp | 66.38%-41.4pp | 561.29%-536.3pp |
| Employer contribution / active EE | $466 | $3,231-85.6% | $2,727-82.9% | $4,660-90.0% |
| Participant deferral / active EE | $3,845 | $5,291-27.3% | $4,519-14.9% | $6,688-42.5% |
| Admin fee / account holder | $1,824 | $7,248-74.8% | $6,149-70.3% | $13,397-86.4% |