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 | $46,441 | $232,540-80.0% | $185,117-74.9% | $147,584-68.5% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 7.33% | 43.03%-35.7pp | 40.50%-33.2pp | 578.55%-571.2pp |
| Employer contribution / active EE | $898 | $5,195-82.7% | $4,182-78.5% | $4,876-81.6% |
| Participant deferral / active EE | $9,983 | $5,834+71.1% | $5,045+97.9% | $5,439+83.6% |
| Admin fee / account holder | $896 | $10,275-91.3% | $8,159-89.0% | $10,885-91.8% |