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 | $32,919 | $77,419-57.5% | $69,455-52.6% | $152,861-78.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 74.6%-14.6pp | 82.4%-22.4pp |
| Annual return | 21.45% | 39.06%-17.6pp | 28.97%-7.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $4,683 | $3,315+41.2% | $2,779+68.5% | $4,762-1.7% |
| Participant deferral / active EE | $9,358 | $4,414+112.0% | $3,535+164.7% | $5,850+60.0% |
| Admin fee / account holder | $4,015 | $6,207-35.3% | $3,839+4.6% | $11,596-65.4% |