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 | $63,805 | $149,734-57.4% | $118,925-46.3% | $158,922-59.9% |
| Participation rate | 60.0% | 82.1%-22.1pp | 75.4%-15.4pp | 82.0%-22.0pp |
| Annual return | 10.27% | 19.95%-9.7pp | 35.88%-25.6pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,432 | $4,115-65.2% | $3,263-56.1% | $4,761-69.9% |
| Participant deferral / active EE | $1,600 | $5,223-69.4% | $4,265-62.5% | $5,982-73.3% |
| Admin fee / account holder | $3,527 | $8,603-59.0% | $6,581-46.4% | $11,246-68.6% |