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 | $98,860 | $152,587-35.2% | $125,175-21.0% | $152,861-35.3% |
| Participation rate | 53.8% | 83.3%-29.5pp | 79.8%-25.9pp | 82.4%-28.6pp |
| Annual return | 12.25% | 54.84%-42.6pp | 43.79%-31.5pp | 345.32%-333.1pp |
| Employer contribution / active EE | $1,297 | $4,946-73.8% | $3,865-66.4% | $4,762-72.8% |
| Participant deferral / active EE | $3,783 | $5,868-35.5% | $4,937-23.4% | $5,850-35.3% |
| Admin fee / account holder | $2,037 | $13,434-84.8% | $9,702-79.0% | $11,596-82.4% |