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 | $64,894 | $175,202-63.0% | $149,673-56.6% | $139,434-53.5% |
| Participation rate | 68.8% | 83.4%-14.6pp | 78.8%-10.0pp | 80.3%-11.6pp |
| Annual return | 17.66% | 166.71%-149.0pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,356 | $5,474-38.7% | $4,818-30.3% | $4,751-29.4% |
| Participant deferral / active EE | $5,170 | $6,519-20.7% | $5,680-9.0% | $6,710-23.0% |
| Admin fee / account holder | $1,138 | $16,150-93.0% | $13,210-91.4% | $11,403-90.0% |