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 | $81,252 | $111,754-27.3% | $103,333-21.4% | $145,922-44.3% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.25% | 24.77%-13.5pp | 24.88%-13.6pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,715 | $4,212-59.3% | $3,868-55.7% | $4,660-63.2% |
| Participant deferral / active EE | $4,654 | $5,619-17.2% | $5,057-8.0% | $6,688-30.4% |
| Admin fee / account holder | $502 | $9,750-94.9% | $8,355-94.0% | $13,397-96.3% |