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 | $48,823 | $113,339-56.9% | $94,993-48.6% | $147,584-66.9% |
| Participation rate | 69.2% | 78.0%-8.7pp | 73.9%-4.7pp | 82.8%-13.6pp |
| Annual return | 14.27% | 20.77%-6.5pp | 27.12%-12.9pp | 578.55%-564.3pp |
| Employer contribution / active EE | $883 | $3,160-72.1% | $2,603-66.1% | $4,876-81.9% |
| Participant deferral / active EE | $3,900 | $3,777+3.3% | $3,317+17.6% | $5,439-28.3% |
| Admin fee / account holder | $529 | $6,063-91.3% | $4,960-89.3% | $10,885-95.1% |