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 | $78,984 | $177,572-55.5% | $154,803-49.0% | $142,382-44.5% |
| Participation rate | 61.1% | 82.1%-20.9pp | 78.1%-17.0pp | 80.1%-19.0pp |
| Annual return | 18.98% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,556 | $4,810-67.7% | $4,305-63.9% | $4,299-63.8% |
| Participant deferral / active EE | $3,806 | $6,272-39.3% | $5,540-31.3% | $6,507-41.5% |
| Admin fee / account holder | $3,908 | $16,786-76.7% | $14,329-72.7% | $12,624-69.0% |