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 | $53,596 | $217,402-75.3% | $185,823-71.2% | $167,490-68.0% |
| Participation rate | 56.5% | 86.0%-29.5pp | 81.7%-25.2pp | 82.1%-25.6pp |
| Annual return | 15.47% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,861 | $5,873-68.3% | $5,167-64.0% | $4,837-61.5% |
| Participant deferral / active EE | $3,562 | $6,356-44.0% | $5,568-36.0% | $6,341-43.8% |
| Admin fee / account holder | $1,536 | $19,811-92.2% | $16,237-90.5% | $12,309-87.5% |