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 | $80,391 | $106,515-24.5% | $96,683-16.9% | $139,434-42.3% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 18.76% | 38.43%-19.7pp | 35.69%-16.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,340 | $4,103-67.3% | $3,737-64.1% | $4,751-71.8% |
| Participant deferral / active EE | $2,520 | $5,454-53.8% | $4,878-48.3% | $6,710-62.4% |
| Admin fee / account holder | $8,308 | $7,877+5.5% | $6,730+23.4% | $11,403-27.1% |