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 | $62,098 | $115,882-46.4% | $100,516-38.2% | $158,922-60.9% |
| Participation rate | 62.5% | 81.6%-19.1pp | 79.4%-16.9pp | 82.0%-19.5pp |
| Annual return | 17.48% | 34.79%-17.3pp | 30.89%-13.4pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,249 | $4,103-69.6% | $3,418-63.4% | $4,761-73.8% |
| Participant deferral / active EE | $4,115 | $6,674-38.3% | $6,270-34.4% | $5,982-31.2% |
| Admin fee / account holder | $532 | $10,995-95.2% | $8,081-93.4% | $11,246-95.3% |