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 | $91,465 | $165,984-44.9% | $164,813-44.5% | $145,922-37.3% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.6%-13.6pp | 80.3%-15.3pp |
| Annual return | 10.07% | 100.03%-90.0pp | 69.93%-59.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,344 | $5,273-55.6% | $4,341-46.0% | $4,660-49.7% |
| Participant deferral / active EE | $4,799 | $6,959-31.0% | $6,031-20.4% | $6,688-28.2% |
| Admin fee / account holder | $3,409 | $16,648-79.5% | $12,690-73.1% | $13,397-74.6% |