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 | $101,705 | $91,552+11.1% | $133,956-24.1% | $79,858+27.4% |
| Participation rate | 61.3% | 73.3%-12.0pp | 79.8%-18.5pp | 69.6%-8.3pp |
| Annual return | 13.69% | 61.85%-48.2pp | 45.09%-31.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $600 | $2,384-74.8% | $3,919-84.7% | $2,471-75.7% |
| Participant deferral / active EE | $3,442 | $3,733-7.8% | $5,048-31.8% | $3,740-8.0% |
| Admin fee / account holder | $5,444 | $6,321-13.9% | $8,927-39.0% | $5,306+2.6% |