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 | $91,502 | $126,574-27.7% | $106,213-13.9% | $145,922-37.3% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 13.70% | 224.79%-211.1pp | 116.14%-102.4pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,828 | $3,730-51.0% | $3,171-42.3% | $4,660-60.8% |
| Participant deferral / active EE | $4,511 | $5,724-21.2% | $5,016-10.1% | $6,688-32.5% |
| Admin fee / account holder | $686 | $17,304-96.0% | $11,033-93.8% | $13,397-94.9% |