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 | $71,232 | $232,540-69.4% | $185,117-61.5% | $147,584-51.7% |
| Participation rate | 62.5% | 82.4%-19.9pp | 77.3%-14.8pp | 82.8%-20.3pp |
| Annual return | 13.13% | 43.03%-29.9pp | 40.50%-27.4pp | 578.55%-565.4pp |
| Employer contribution / active EE | $2,214 | $5,195-57.4% | $4,182-47.1% | $4,876-54.6% |
| Participant deferral / active EE | $2,312 | $5,834-60.4% | $5,045-54.2% | $5,439-57.5% |
| Admin fee / account holder | $5,715 | $10,275-44.4% | $8,159-30.0% | $10,885-47.5% |