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 | $80,995 | $106,515-24.0% | $96,683-16.2% | $139,434-41.9% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 16.05% | 38.43%-22.4pp | 35.69%-19.6pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,597 | $4,103-61.1% | $3,737-57.3% | $4,751-66.4% |
| Participant deferral / active EE | $2,685 | $5,454-50.8% | $4,878-45.0% | $6,710-60.0% |
| Admin fee / account holder | $1,651 | $7,877-79.0% | $6,730-75.5% | $11,403-85.5% |