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 | $88,375 | $175,202-49.6% | $149,673-41.0% | $139,434-36.6% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 12.87% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,507 | $5,474-72.5% | $4,818-68.7% | $4,751-68.3% |
| Participant deferral / active EE | $4,895 | $6,519-24.9% | $5,680-13.8% | $6,710-27.0% |
| Admin fee / account holder | $31,815 | $16,150+97.0% | $13,210+140.8% | $11,403+179.0% |