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 | $57,739 | $175,202-67.0% | $149,673-61.4% | $139,434-58.6% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 10.90% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,190 | $5,474-60.0% | $4,818-54.5% | $4,751-53.9% |
| Participant deferral / active EE | $6,141 | $6,519-5.8% | $5,680+8.1% | $6,710-8.5% |
| Admin fee / account holder | $18,145 | $16,150+12.3% | $13,210+37.4% | $11,403+59.1% |