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 | $68,002 | $104,907-35.2% | $84,611-19.6% | $152,861-55.5% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 22.44% | 373.79%-351.4pp | 258.74%-236.3pp | 345.32%-322.9pp |
| Employer contribution / active EE | $889 | $3,302-73.1% | $2,652-66.5% | $4,762-81.3% |
| Participant deferral / active EE | $2,601 | $4,688-44.5% | $3,899-33.3% | $5,850-55.5% |
| Admin fee / account holder | $2,132 | $6,241-65.8% | $4,912-56.6% | $11,596-81.6% |