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 | $62,579 | $154,228-59.4% | $145,433-57.0% | $137,256-54.4% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 34.10% | 74.59%-40.5pp | 66.58%-32.5pp | 220.34%-186.2pp |
| Employer contribution / active EE | $1,758 | $4,804-63.4% | $4,554-61.4% | $4,156-57.7% |
| Participant deferral / active EE | $5,513 | $8,216-32.9% | $7,897-30.2% | $6,407-14.0% |
| Admin fee / account holder | $89,405 | $14,344+523.3% | $13,129+581.0% | $12,270+628.6% |