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 | $82,837 | $168,632-50.9% | $147,614-43.9% | $125,391-33.9% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | 2.37% | 77.65%-75.3pp | 61.98%-59.6pp | 282.22%-279.9pp |
| Employer contribution / active EE | $4,842 | $6,252-22.6% | $5,564-13.0% | $4,866-0.5% |
| Participant deferral / active EE | $3,440 | $5,507-37.5% | $4,895-29.7% | $5,352-35.7% |
| Admin fee / account holder | $432 | $13,580-96.8% | $11,611-96.3% | $9,540-95.5% |