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 | $50,850 | $202,432-74.9% | $169,368-70.0% | $139,434-63.5% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 20.00% | 531.74%-511.7pp | 405.60%-385.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $3,539 | $4,692-24.6% | $4,013-11.8% | $4,751-25.5% |
| Participant deferral / active EE | $6,847 | $6,938-1.3% | $6,221+10.1% | $6,710+2.0% |
| Admin fee / account holder | $2,625 | $10,708-75.5% | $9,003-70.8% | $11,403-77.0% |