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 | $50,101 | $111,754-55.2% | $103,333-51.5% | $145,922-65.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 18.14% | 24.77%-6.6pp | 24.88%-6.7pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,455 | $4,212-41.7% | $3,868-36.5% | $4,660-47.3% |
| Participant deferral / active EE | $6,790 | $5,619+20.8% | $5,057+34.2% | $6,688+1.5% |
| Admin fee / account holder | $9,802 | $9,750+0.5% | $8,355+17.3% | $13,397-26.8% |