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 | $62,535 | $165,335-62.2% | $149,696-58.2% | $158,922-60.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 13.74% | 348.15%-334.4pp | 276.60%-262.9pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,690 | $5,103-66.9% | $4,644-63.6% | $4,761-64.5% |
| Participant deferral / active EE | $2,525 | $7,181-64.8% | $6,842-63.1% | $5,982-57.8% |
| Admin fee / account holder | $2,110 | $10,807-80.5% | $9,309-77.3% | $11,246-81.2% |