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 | $43,419 | $165,335-73.7% | $149,696-71.0% | $158,922-72.7% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 21.47% | 348.15%-326.7pp | 276.60%-255.1pp | 302.83%-281.4pp |
| Employer contribution / active EE | $3,912 | $5,103-23.3% | $4,644-15.8% | $4,761-17.8% |
| Participant deferral / active EE | $11,567 | $7,181+61.1% | $6,842+69.1% | $5,982+93.4% |
| Admin fee / account holder | $28,521 | $10,807+163.9% | $9,309+206.4% | $11,246+153.6% |