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 | $80,367 | $155,788-48.4% | $124,672-35.5% | $167,490-52.0% |
| Participation rate | 69.6% | 81.1%-11.5pp | 74.6%-5.0pp | 82.1%-12.5pp |
| Annual return | 11.59% | 17.97%-6.4pp | 5142.93%-5131.3pp | 478.56%-467.0pp |
| Employer contribution / active EE | $1,472 | $4,163-64.6% | $3,324-55.7% | $4,837-69.6% |
| Participant deferral / active EE | $2,610 | $5,673-54.0% | $4,614-43.4% | $6,341-58.8% |
| Admin fee / account holder | $2,214 | $9,531-76.8% | $7,493-70.5% | $12,309-82.0% |