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 | $91,202 | $185,822-50.9% | $169,993-46.3% | $139,434-34.6% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 20.05% | 60.50%-40.5pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,553 | $7,590-79.5% | $6,785-77.1% | $4,751-67.3% |
| Participant deferral / active EE | $3,104 | $11,622-73.3% | $10,408-70.2% | $6,710-53.7% |
| Admin fee / account holder | $5,395 | $15,381-64.9% | $12,815-57.9% | $11,403-52.7% |