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 | $63,262 | $165,912-61.9% | $122,332-48.3% | $147,584-57.1% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 16.50% | 34.55%-18.1pp | 30.27%-13.8pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,815 | $5,754-68.5% | $4,050-55.2% | $4,876-62.8% |
| Participant deferral / active EE | $4,470 | $4,005+11.6% | $3,287+36.0% | $5,439-17.8% |
| Admin fee / account holder | $3,933 | $7,424-47.0% | $5,478-28.2% | $10,885-63.9% |