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 | $68,607 | $175,202-60.8% | $149,673-54.2% | $139,434-50.8% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.3pp | 80.3%-11.9pp |
| Annual return | 13.83% | 166.71%-152.9pp | 134.42%-120.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,192 | $5,474-78.2% | $4,818-75.3% | $4,751-74.9% |
| Participant deferral / active EE | $2,344 | $6,519-64.0% | $5,680-58.7% | $6,710-65.1% |
| Admin fee / account holder | $20,374 | $16,150+26.2% | $13,210+54.2% | $11,403+78.7% |