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 | $65,377 | $149,679-56.3% | $117,039-44.1% | $147,584-55.7% |
| Participation rate | 63.2% | 83.5%-20.3pp | 77.2%-14.0pp | 82.8%-19.7pp |
| Annual return | 15.55% | 19.31%-3.8pp | 18.95%-3.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,484 | $4,937-69.9% | $3,785-60.8% | $4,876-69.6% |
| Participant deferral / active EE | $3,762 | $4,912-23.4% | $3,929-4.3% | $5,439-30.8% |
| Admin fee / account holder | $1,273 | $7,856-83.8% | $5,974-78.7% | $10,885-88.3% |