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 | $72,890 | $228,332-68.1% | $185,823-60.8% | $158,922-54.1% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 12.14% | 40.80%-28.7pp | 35.95%-23.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,234 | $4,967-55.0% | $4,087-45.3% | $4,761-53.1% |
| Participant deferral / active EE | $5,616 | $6,415-12.4% | $5,632-0.3% | $5,982-6.1% |
| Admin fee / account holder | $7,994 | $11,864-32.6% | $9,500-15.9% | $11,246-28.9% |