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 | $76,044 | $157,256-51.6% | $141,162-46.1% | $152,861-50.3% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.4%-38.0pp |
| Annual return | 35.25% | 64.32%-29.1pp | 71.39%-36.1pp | 345.32%-310.1pp |
| Employer contribution / active EE | $3,358 | $5,261-36.2% | $4,735-29.1% | $4,762-29.5% |
| Participant deferral / active EE | $11,886 | $7,109+67.2% | $6,709+77.2% | $5,850+103.2% |
| Admin fee / account holder | $1,788 | $12,120-85.3% | $10,261-82.6% | $11,596-84.6% |