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 | $72,605 | $154,228-52.9% | $145,433-50.1% | $137,256-47.1% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 15.24% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,402 | $4,804-70.8% | $4,554-69.2% | $4,156-66.3% |
| Participant deferral / active EE | $4,863 | $8,216-40.8% | $7,897-38.4% | $6,407-24.1% |
| Admin fee / account holder | $566 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |