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 | $63,725 | $232,540-72.6% | $185,117-65.6% | $147,584-56.8% |
| Participation rate | 69.2% | 82.4%-13.1pp | 77.3%-8.0pp | 82.8%-13.6pp |
| Annual return | 14.80% | 43.03%-28.2pp | 40.50%-25.7pp | 578.55%-563.8pp |
| Employer contribution / active EE | $1,588 | $5,195-69.4% | $4,182-62.0% | $4,876-67.4% |
| Participant deferral / active EE | $3,523 | $5,834-39.6% | $5,045-30.2% | $5,439-35.2% |
| Admin fee / account holder | $894 | $10,275-91.3% | $8,159-89.0% | $10,885-91.8% |