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 | $72,774 | $118,450-38.6% | $98,439-26.1% | $139,434-47.8% |
| Participation rate | 63.2% | 77.4%-14.3pp | 75.2%-12.0pp | 80.3%-17.2pp |
| Annual return | 14.79% | 18.94%-4.2pp | 21.16%-6.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,491 | $3,609-58.7% | $3,048-51.1% | $4,751-68.6% |
| Participant deferral / active EE | $3,463 | $5,392-35.8% | $4,738-26.9% | $6,710-48.4% |
| Admin fee / account holder | $5,516 | $14,026-60.7% | $8,948-38.4% | $11,403-51.6% |