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 | $74,750 | $114,381-34.6% | $107,525-30.5% | $142,382-47.5% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.1%-16.7pp | 80.1%-21.8pp |
| Annual return | 13.26% | 242.71%-229.4pp | 181.32%-168.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,843 | $4,015-4.3% | $3,754+2.4% | $4,299-10.6% |
| Participant deferral / active EE | $3,539 | $5,564-36.4% | $5,116-30.8% | $6,507-45.6% |
| Admin fee / account holder | $993 | $9,860-89.9% | $8,919-88.9% | $12,624-92.1% |