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 | $79,175 | $163,101-51.5% | $136,749-42.1% | $142,382-44.4% |
| Participation rate | 55.6% | 78.2%-22.7pp | 72.1%-16.6pp | 80.1%-24.6pp |
| Annual return | 16.68% | 27.54%-10.9pp | 24.33%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,553 | $4,117-62.3% | $3,400-54.3% | $4,299-63.9% |
| Participant deferral / active EE | $2,213 | $5,585-60.4% | $4,692-52.8% | $6,507-66.0% |
| Admin fee / account holder | $5,813 | $14,318-59.4% | $11,386-48.9% | $12,624-54.0% |