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 | $78,216 | $175,202-55.4% | $149,673-47.7% | $139,434-43.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.97% | 166.71%-146.7pp | 134.42%-114.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $5,506 | $5,474+0.6% | $4,818+14.3% | $4,751+15.9% |
| Participant deferral / active EE | $5,730 | $6,519-12.1% | $5,680+0.9% | $6,710-14.6% |
| Admin fee / account holder | $2,944 | $16,150-81.8% | $13,210-77.7% | $11,403-74.2% |