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 | $71,187 | $148,534-52.1% | $135,903-47.6% | $139,434-48.9% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 17.87% | 79.19%-61.3pp | 68.23%-50.4pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,232 | $5,243-76.5% | $4,856-74.6% | $4,751-74.1% |
| Participant deferral / active EE | $2,526 | $8,100-68.8% | $7,758-67.4% | $6,710-62.4% |
| Admin fee / account holder | $1,938 | $12,400-84.4% | $10,762-82.0% | $11,403-83.0% |