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 | $66,148 | $108,919-39.3% | $100,391-34.1% | $145,922-54.7% |
| Participation rate | 69.2% | 82.9%-13.7pp | 81.5%-12.3pp | 80.3%-11.0pp |
| Annual return | 13.34% | 57.88%-44.5pp | 49.20%-35.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,328 | $4,419-70.0% | $3,942-66.3% | $4,660-71.5% |
| Participant deferral / active EE | $6,556 | $8,445-22.4% | $8,082-18.9% | $6,688-2.0% |
| Admin fee / account holder | $569 | $9,689-94.1% | $7,899-92.8% | $13,397-95.8% |