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 | $95,538 | $232,540-58.9% | $185,117-48.4% | $147,584-35.3% |
| Participation rate | 63.2% | 82.4%-19.2pp | 77.3%-14.1pp | 82.8%-19.7pp |
| Annual return | 12.00% | 43.03%-31.0pp | 40.50%-28.5pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,477 | $5,195-71.6% | $4,182-64.7% | $4,876-69.7% |
| Participant deferral / active EE | $6,110 | $5,834+4.7% | $5,045+21.1% | $5,439+12.3% |
| Admin fee / account holder | $764 | $10,275-92.6% | $8,159-90.6% | $10,885-93.0% |