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 | $65,519 | $104,251-37.2% | $91,001-28.0% | $147,584-55.6% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 14.01% | 27.06%-13.1pp | 4.60%+9.4pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,328 | $3,116-57.4% | $2,456-45.9% | $4,876-72.8% |
| Participant deferral / active EE | $1,849 | $4,195-55.9% | $3,547-47.9% | $5,439-66.0% |
| Admin fee / account holder | $1,284 | $8,948-85.7% | $5,417-76.3% | $10,885-88.2% |