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 | $95,531 | $148,534-35.7% | $135,903-29.7% | $139,434-31.5% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 44.36% | 79.19%-34.8pp | 68.23%-23.9pp | 372.94%-328.6pp |
| Employer contribution / active EE | $1,780 | $5,243-66.0% | $4,856-63.3% | $4,751-62.5% |
| Participant deferral / active EE | $6,830 | $8,100-15.7% | $7,758-12.0% | $6,710+1.8% |
| Admin fee / account holder | $648 | $12,400-94.8% | $10,762-94.0% | $11,403-94.3% |