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 | $25,893 | $148,534-82.6% | $135,903-80.9% | $139,434-81.4% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 13.85% | 79.19%-65.3pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,198 | $5,243-77.1% | $4,856-75.3% | $4,751-74.8% |
| Participant deferral / active EE | $2,876 | $8,100-64.5% | $7,758-62.9% | $6,710-57.1% |
| Admin fee / account holder | $11,217 | $12,400-9.5% | $10,762+4.2% | $11,403-1.6% |