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 | $98,756 | $165,912-40.5% | $122,332-19.3% | $147,584-33.1% |
| Participation rate | 68.4% | 79.6%-11.2pp | 71.6%-3.2pp | 82.8%-14.4pp |
| Annual return | 17.75% | 34.55%-16.8pp | 30.27%-12.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,353 | $5,754-76.5% | $4,050-66.6% | $4,876-72.2% |
| Participant deferral / active EE | $6,214 | $4,005+55.1% | $3,287+89.0% | $5,439+14.2% |
| Admin fee / account holder | $3,361 | $7,424-54.7% | $5,478-38.6% | $10,885-69.1% |