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 | $51,614 | $115,882-55.5% | $100,516-48.7% | $158,922-67.5% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 14.03% | 34.79%-20.8pp | 30.89%-16.9pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,148 | $4,103-23.3% | $3,418-7.9% | $4,761-33.9% |
| Participant deferral / active EE | $7,792 | $6,674+16.7% | $6,270+24.3% | $5,982+30.2% |
| Admin fee / account holder | $1,877 | $10,995-82.9% | $8,081-76.8% | $11,246-83.3% |