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 | $45,981 | $158,398-71.0% | $126,539-63.7% | $142,382-67.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 14.90% | 593.76%-578.9pp | 425.95%-411.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,469 | $4,650-46.9% | $3,674-32.8% | $4,299-42.6% |
| Participant deferral / active EE | $10,518 | $4,767+120.7% | $4,083+157.6% | $6,507+61.6% |
| Admin fee / account holder | $15,321 | $6,918+121.5% | $6,065+152.6% | $12,624+21.4% |