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 | $81,524 | $226,064-63.9% | $182,532-55.3% | $152,861-46.7% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.0%-9.2pp | 82.4%-13.7pp |
| Annual return | 24.87% | 192.51%-167.6pp | 148.54%-123.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,371 | $4,978-72.5% | $4,076-66.4% | $4,762-71.2% |
| Participant deferral / active EE | $6,264 | $6,368-1.6% | $5,524+13.4% | $5,850+7.1% |
| Admin fee / account holder | $873 | $10,703-91.8% | $8,592-89.8% | $11,596-92.5% |