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 | $78,874 | $148,534-46.9% | $135,903-42.0% | $139,434-43.4% |
| Participation rate | 43.5% | 83.9%-40.4pp | 81.9%-38.4pp | 80.3%-36.8pp |
| Annual return | 15.44% | 79.19%-63.8pp | 68.23%-52.8pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,316 | $5,243-74.9% | $4,856-72.9% | $4,751-72.3% |
| Participant deferral / active EE | $3,362 | $8,100-58.5% | $7,758-56.7% | $6,710-49.9% |
| Admin fee / account holder | $3,142 | $12,400-74.7% | $10,762-70.8% | $11,403-72.4% |