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 | $33,629 | $154,228-78.2% | $145,433-76.9% | $137,256-75.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 13.20% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,494 | $4,804-48.1% | $4,554-45.2% | $4,156-40.0% |
| Participant deferral / active EE | $2,564 | $8,216-68.8% | $7,897-67.5% | $6,407-60.0% |
| Admin fee / account holder | $1,083 | $14,344-92.4% | $13,129-91.8% | $12,270-91.2% |