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 | $66,733 | $179,726-62.9% | $156,263-57.3% | $142,382-53.1% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.9%-16.4pp | 80.1%-17.6pp |
| Annual return | 10.72% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,440 | $5,069-71.6% | $4,333-66.8% | $4,299-66.5% |
| Participant deferral / active EE | $2,479 | $6,956-64.4% | $6,158-59.7% | $6,507-61.9% |
| Admin fee / account holder | $59,392 | $17,272+243.9% | $14,255+316.7% | $12,624+370.5% |