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 | $119,533 | $165,984-28.0% | $164,813-27.5% | $145,922-18.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 13.30% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,513 | $5,273-71.3% | $4,341-65.1% | $4,660-67.5% |
| Participant deferral / active EE | $7,719 | $6,959+10.9% | $6,031+28.0% | $6,688+15.4% |
| Admin fee / account holder | $6,365 | $16,648-61.8% | $12,690-49.8% | $13,397-52.5% |