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 | $86,378 | $165,984-48.0% | $164,813-47.6% | $145,922-40.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.87% | 100.03%-88.2pp | 69.93%-58.1pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,852 | $5,273-64.9% | $4,341-57.3% | $4,660-60.3% |
| Participant deferral / active EE | $7,792 | $6,959+12.0% | $6,031+29.2% | $6,688+16.5% |
| Admin fee / account holder | $7,976 | $16,648-52.1% | $12,690-37.1% | $13,397-40.5% |