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 | $75,861 | $165,984-54.3% | $164,813-54.0% | $145,922-48.0% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 16.55% | 100.03%-83.5pp | 69.93%-53.4pp | 561.29%-544.7pp |
| Employer contribution / active EE | $2,730 | $5,273-48.2% | $4,341-37.1% | $4,660-41.4% |
| Participant deferral / active EE | $5,854 | $6,959-15.9% | $6,031-2.9% | $6,688-12.5% |
| Admin fee / account holder | $6,696 | $16,648-59.8% | $12,690-47.2% | $13,397-50.0% |