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 | $37,270 | $165,984-77.5% | $164,813-77.4% | $145,922-74.5% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.0pp |
| Annual return | 33.08% | 100.03%-67.0pp | 69.93%-36.8pp | 561.29%-528.2pp |
| Employer contribution / active EE | $5,404 | $5,273+2.5% | $4,341+24.5% | $4,660+16.0% |
| Participant deferral / active EE | $9,092 | $6,959+30.6% | $6,031+50.7% | $6,688+35.9% |
| Admin fee / account holder | $1,754 | $16,648-89.5% | $12,690-86.2% | $13,397-86.9% |