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 | $64,900 | $81,625-20.5% | $167,512-61.3% | $74,304-12.7% |
| Participation rate | 67.3% | 60.0%+7.3pp | 77.1%-9.8pp | 60.3%+6.9pp |
| Annual return | 15.15% | 26.09%-10.9pp | 1615.79%-1600.6pp | 29.43%-14.3pp |
| Employer contribution / active EE | $996 | $2,010-50.4% | $3,882-74.3% | $2,241-55.6% |
| Participant deferral / active EE | $3,778 | $4,115-8.2% | $6,405-41.0% | $3,767+0.3% |
| Admin fee / account holder | $1,236 | $3,474-64.4% | $9,769-87.3% | $2,969-58.4% |