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 | $85,700 | $154,117-44.4% | $129,995-34.1% | $139,434-38.5% |
| Participation rate | 61.1% | 82.0%-20.8pp | 78.5%-17.4pp | 80.3%-19.2pp |
| Annual return | 24.53% | 32.48%-7.9pp | -137.18%+161.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,081 | $5,289-60.7% | $4,320-51.8% | $4,751-56.2% |
| Participant deferral / active EE | $4,727 | $6,710-29.6% | $5,820-18.8% | $6,710-29.6% |
| Admin fee / account holder | $360 | $14,007-97.4% | $10,614-96.6% | $11,403-96.8% |