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 | $69,886 | $198,466-64.8% | $170,442-59.0% | $147,584-52.6% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 23.71% | 257.29%-233.6pp | 205.93%-182.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,286 | $6,184-63.0% | $5,433-57.9% | $4,876-53.1% |
| Participant deferral / active EE | $10,032 | $5,629+78.2% | $4,939+103.1% | $5,439+84.5% |
| Admin fee / account holder | $10,363 | $16,852-38.5% | $13,880-25.3% | $10,885-4.8% |