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 | $89,063 | $165,912-46.3% | $122,332-27.2% | $147,584-39.7% |
| Participation rate | 53.3% | 79.6%-26.2pp | 71.6%-18.3pp | 82.8%-29.5pp |
| Annual return | 8.02% | 34.55%-26.5pp | 30.27%-22.3pp | 578.55%-570.5pp |
| Employer contribution / active EE | $1,216 | $5,754-78.9% | $4,050-70.0% | $4,876-75.1% |
| Participant deferral / active EE | $3,079 | $4,005-23.1% | $3,287-6.3% | $5,439-43.4% |
| Admin fee / account holder | $807 | $7,424-89.1% | $5,478-85.3% | $10,885-92.6% |