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 | $82,330 | $165,335-50.2% | $149,696-45.0% | $158,922-48.2% |
| Participation rate | 35.7% | 84.6%-48.9pp | 82.5%-46.8pp | 82.0%-46.2pp |
| Annual return | 20.42% | 348.15%-327.7pp | 276.60%-256.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $2,707 | $5,103-47.0% | $4,644-41.7% | $4,761-43.1% |
| Participant deferral / active EE | $3,831 | $7,181-46.7% | $6,842-44.0% | $5,982-36.0% |
| Admin fee / account holder | $6,664 | $10,807-38.3% | $9,309-28.4% | $11,246-40.7% |