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 | $65,333 | $133,922-51.2% | $116,228-43.8% | $142,382-54.1% |
| Participation rate | 68.4% | 77.9%-9.4pp | 74.6%-6.1pp | 80.1%-11.7pp |
| Annual return | 20.99% | 147.76%-126.8pp | 90.06%-69.1pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,033 | $3,446-41.0% | $2,994-32.1% | $4,299-52.7% |
| Participant deferral / active EE | $3,980 | $5,672-29.8% | $4,953-19.6% | $6,507-38.8% |
| Admin fee / account holder | $596 | $14,945-96.0% | $11,989-95.0% | $12,624-95.3% |