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 | $77,616 | $106,515-27.1% | $96,683-19.7% | $139,434-44.3% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 25.98% | 38.43%-12.4pp | 35.69%-9.7pp | 372.94%-347.0pp |
| Employer contribution / active EE | $1,433 | $4,103-65.1% | $3,737-61.7% | $4,751-69.8% |
| Participant deferral / active EE | $2,322 | $5,454-57.4% | $4,878-52.4% | $6,710-65.4% |
| Admin fee / account holder | $4,294 | $7,877-45.5% | $6,730-36.2% | $11,403-62.3% |