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 | $44,790 | $177,572-74.8% | $154,803-71.1% | $142,382-68.5% |
| Participation rate | 60.9% | 82.1%-21.2pp | 78.1%-17.2pp | 80.1%-19.3pp |
| Annual return | 13.11% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $2,214 | $4,810-54.0% | $4,305-48.6% | $4,299-48.5% |
| Participant deferral / active EE | $4,421 | $6,272-29.5% | $5,540-20.2% | $6,507-32.1% |
| Admin fee / account holder | $19,109 | $16,786+13.8% | $14,329+33.4% | $12,624+51.4% |