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 | $44,274 | $185,822-76.2% | $169,993-74.0% | $139,434-68.2% |
| Participation rate | 61.9% | 87.8%-25.9pp | 87.0%-25.1pp | 80.3%-18.4pp |
| Annual return | 16.80% | 60.50%-43.7pp | 53.37%-36.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,812 | $7,590-76.1% | $6,785-73.3% | $4,751-61.9% |
| Participant deferral / active EE | $3,239 | $11,622-72.1% | $10,408-68.9% | $6,710-51.7% |
| Admin fee / account holder | $5,967 | $15,381-61.2% | $12,815-53.4% | $11,403-47.7% |