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 | $19,424 | $177,572-89.1% | $154,803-87.5% | $142,382-86.4% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 33.12% | 65.07%-32.0pp | 58.88%-25.8pp | 217.08%-184.0pp |
| Employer contribution / active EE | $913 | $4,810-81.0% | $4,305-78.8% | $4,299-78.8% |
| Participant deferral / active EE | $2,397 | $6,272-61.8% | $5,540-56.7% | $6,507-63.2% |
| Admin fee / account holder | $668 | $16,786-96.0% | $14,329-95.3% | $12,624-94.7% |