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 | $79,007 | $175,202-54.9% | $149,673-47.2% | $139,434-43.3% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 11.81% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,196 | $5,474-78.1% | $4,818-75.2% | $4,751-74.8% |
| Participant deferral / active EE | $3,101 | $6,519-52.4% | $5,680-45.4% | $6,710-53.8% |
| Admin fee / account holder | $11,163 | $16,150-30.9% | $13,210-15.5% | $11,403-2.1% |