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 | $42,881 | $148,534-71.1% | $135,903-68.4% | $139,434-69.2% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 16.77% | 79.19%-62.4pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,851 | $5,243-64.7% | $4,856-61.9% | $4,751-61.0% |
| Participant deferral / active EE | $6,729 | $8,100-16.9% | $7,758-13.3% | $6,710+0.3% |
| Admin fee / account holder | $5,797 | $12,400-53.2% | $10,762-46.1% | $11,403-49.2% |