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 | $96,753 | $226,064-57.2% | $182,532-47.0% | $152,861-36.7% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 24.39% | 192.51%-168.1pp | 148.54%-124.1pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,840 | $4,978-22.9% | $4,076-5.8% | $4,762-19.4% |
| Participant deferral / active EE | $6,271 | $6,368-1.5% | $5,524+13.5% | $5,850+7.2% |
| Admin fee / account holder | $1,176 | $10,703-89.0% | $8,592-86.3% | $11,596-89.9% |