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 | $31,258 | $178,174-82.5% | $156,181-80.0% | $137,256-77.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 12.16% | 84.19%-72.0pp | 64.87%-52.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,078 | $4,972-78.3% | $4,294-74.9% | $4,156-74.1% |
| Participant deferral / active EE | $3,285 | $6,888-52.3% | $6,132-46.4% | $6,407-48.7% |
| Admin fee / account holder | $22,459 | $17,404+29.0% | $14,586+54.0% | $12,270+83.0% |