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 | $93,707 | $165,335-43.3% | $149,696-37.4% | $158,922-41.0% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 10.90% | 348.15%-337.2pp | 276.60%-265.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,714 | $5,103-66.4% | $4,644-63.1% | $4,761-64.0% |
| Participant deferral / active EE | $3,334 | $7,181-53.6% | $6,842-51.3% | $5,982-44.3% |
| Admin fee / account holder | $3,339 | $10,807-69.1% | $9,309-64.1% | $11,246-70.3% |