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 | $74,867 | $165,335-54.7% | $149,696-50.0% | $158,922-52.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 28.20% | 348.15%-319.9pp | 276.60%-248.4pp | 302.83%-274.6pp |
| Employer contribution / active EE | $2,019 | $5,103-60.4% | $4,644-56.5% | $4,761-57.6% |
| Participant deferral / active EE | $7,142 | $7,181-0.5% | $6,842+4.4% | $5,982+19.4% |
| Admin fee / account holder | $656 | $10,807-93.9% | $9,309-93.0% | $11,246-94.2% |