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 | $78,531 | $232,540-66.2% | $185,117-57.6% | $147,584-46.8% |
| Participation rate | 64.3% | 82.4%-18.1pp | 77.3%-13.0pp | 82.8%-18.5pp |
| Annual return | 8.34% | 43.03%-34.7pp | 40.50%-32.2pp | 578.55%-570.2pp |
| Employer contribution / active EE | $3,067 | $5,195-41.0% | $4,182-26.7% | $4,876-37.1% |
| Participant deferral / active EE | $1,261 | $5,834-78.4% | $5,045-75.0% | $5,439-76.8% |
| Admin fee / account holder | $68,971 | $10,275+571.2% | $8,159+745.3% | $10,885+533.6% |