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 | $56,857 | $228,332-75.1% | $185,823-69.4% | $158,922-64.2% |
| Participation rate | 52.4% | 82.3%-29.9pp | 78.0%-25.6pp | 82.0%-29.6pp |
| Annual return | 17.24% | 40.80%-23.6pp | 35.95%-18.7pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,899 | $4,967-61.8% | $4,087-53.5% | $4,761-60.1% |
| Participant deferral / active EE | $3,769 | $6,415-41.2% | $5,632-33.1% | $5,982-37.0% |
| Admin fee / account holder | $1,117 | $11,864-90.6% | $9,500-88.2% | $11,246-90.1% |