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 | $84,572 | $165,912-49.0% | $122,332-30.9% | $147,584-42.7% |
| Participation rate | 63.2% | 79.6%-16.4pp | 71.6%-8.5pp | 82.8%-19.7pp |
| Annual return | 14.05% | 34.55%-20.5pp | 30.27%-16.2pp | 578.55%-564.5pp |
| Employer contribution / active EE | $927 | $5,754-83.9% | $4,050-77.1% | $4,876-81.0% |
| Participant deferral / active EE | $2,529 | $4,005-36.9% | $3,287-23.1% | $5,439-53.5% |
| Admin fee / account holder | $3,366 | $7,424-54.7% | $5,478-38.5% | $10,885-69.1% |