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 | $64,114 | $135,635-52.7% | $110,238-41.8% | $135,375-52.6% |
| Participation rate | 68.8% | 83.5%-14.7pp | 79.8%-11.1pp | 82.6%-13.9pp |
| Annual return | 3.48% | 513.19%-509.7pp | 314.74%-311.3pp | 519.73%-516.3pp |
| Employer contribution / active EE | $1,294 | $4,906-73.6% | $3,826-66.2% | $4,779-72.9% |
| Participant deferral / active EE | $3,204 | $5,506-41.8% | $4,672-31.4% | $5,609-42.9% |
| Admin fee / account holder | $15,806 | $11,457+38.0% | $8,547+84.9% | $10,827+46.0% |