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 | $75,771 | $176,056-57.0% | $159,436-52.5% | $167,490-54.8% |
| Participation rate | 68.8% | 84.9%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 13.56% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,903 | $5,297-45.2% | $4,829-39.9% | $4,837-40.0% |
| Participant deferral / active EE | $5,650 | $7,750-27.1% | $7,352-23.2% | $6,341-10.9% |
| Admin fee / account holder | $1,697 | $12,554-86.5% | $10,799-84.3% | $12,309-86.2% |