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 | $88,744 | $228,332-61.1% | $185,823-52.2% | $158,922-44.2% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.0%-22.5pp | 82.0%-26.4pp |
| Annual return | 23.58% | 40.80%-17.2pp | 35.95%-12.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,721 | $4,967-45.2% | $4,087-33.4% | $4,761-42.9% |
| Participant deferral / active EE | $4,682 | $6,415-27.0% | $5,632-16.9% | $5,982-21.7% |
| Admin fee / account holder | $2,436 | $11,864-79.5% | $9,500-74.4% | $11,246-78.3% |