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 | $70,245 | $227,553-69.1% | $189,557-62.9% | $167,490-58.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 16.75% | 78.40%-61.7pp | 64.17%-47.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,236 | $5,316-76.7% | $4,412-72.0% | $4,837-74.4% |
| Participant deferral / active EE | $4,322 | $7,002-38.3% | $6,174-30.0% | $6,341-31.8% |
| Admin fee / account holder | $6,303 | $11,878-46.9% | $9,807-35.7% | $12,309-48.8% |