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 | $34,500 | $198,466-82.6% | $170,442-79.8% | $147,584-76.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.81% | 257.29%-241.5pp | 205.93%-190.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,921 | $6,184-68.9% | $5,433-64.6% | $4,876-60.6% |
| Participant deferral / active EE | $3,847 | $5,629-31.7% | $4,939-22.1% | $5,439-29.3% |
| Admin fee / account holder | $3,116 | $16,852-81.5% | $13,880-77.6% | $10,885-71.4% |