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 | $64,154 | $149,679-57.1% | $117,039-45.2% | $147,584-56.5% |
| Participation rate | 65.0% | 83.5%-18.5pp | 77.2%-12.2pp | 82.8%-17.8pp |
| Annual return | 9.37% | 19.31%-9.9pp | 18.95%-9.6pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,263 | $4,937-74.4% | $3,785-66.6% | $4,876-74.1% |
| Participant deferral / active EE | $2,270 | $4,912-53.8% | $3,929-42.2% | $5,439-58.3% |
| Admin fee / account holder | $2,044 | $7,856-74.0% | $5,974-65.8% | $10,885-81.2% |