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 | $53,173 | $165,335-67.8% | $149,696-64.5% | $158,922-66.5% |
| Participation rate | 68.8% | 84.6%-15.8pp | 82.5%-13.7pp | 82.0%-13.2pp |
| Annual return | 15.88% | 348.15%-332.3pp | 276.60%-260.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $2,178 | $5,103-57.3% | $4,644-53.1% | $4,761-54.3% |
| Participant deferral / active EE | $5,295 | $7,181-26.3% | $6,842-22.6% | $5,982-11.5% |
| Admin fee / account holder | $2,686 | $10,807-75.1% | $9,309-71.1% | $11,246-76.1% |