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 | $20,881 | $148,534-85.9% | $135,903-84.6% | $139,434-85.0% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 16.72% | 79.19%-62.5pp | 68.23%-51.5pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,780 | $5,243-66.0% | $4,856-63.3% | $4,751-62.5% |
| Participant deferral / active EE | $4,052 | $8,100-50.0% | $7,758-47.8% | $6,710-39.6% |
| Admin fee / account holder | $304 | $12,400-97.6% | $10,762-97.2% | $11,403-97.3% |