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 | $71,711 | $165,335-56.6% | $149,696-52.1% | $158,922-54.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 23.22% | 348.15%-324.9pp | 276.60%-253.4pp | 302.83%-279.6pp |
| Employer contribution / active EE | $5,348 | $5,103+4.8% | $4,644+15.2% | $4,761+12.3% |
| Participant deferral / active EE | $7,753 | $7,181+8.0% | $6,842+13.3% | $5,982+29.6% |
| Admin fee / account holder | $4,283 | $10,807-60.4% | $9,309-54.0% | $11,246-61.9% |