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 | $57,799 | $168,632-65.7% | $147,614-60.8% | $125,391-53.9% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | 0.79% | 77.65%-76.9pp | 61.98%-61.2pp | 282.22%-281.4pp |
| Employer contribution / active EE | $2,124 | $6,252-66.0% | $5,564-61.8% | $4,866-56.3% |
| Participant deferral / active EE | $5,677 | $5,507+3.1% | $4,895+16.0% | $5,352+6.1% |
| Admin fee / account holder | $752 | $13,580-94.5% | $11,611-93.5% | $9,540-92.1% |