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 | $38,688 | $226,064-82.9% | $182,532-78.8% | $152,861-74.7% |
| Participation rate | 69.6% | 82.5%-12.9pp | 78.0%-8.4pp | 82.4%-12.9pp |
| Annual return | 20.15% | 192.51%-172.4pp | 148.54%-128.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $2,290 | $4,978-54.0% | $4,076-43.8% | $4,762-51.9% |
| Participant deferral / active EE | $3,920 | $6,368-38.4% | $5,524-29.0% | $5,850-33.0% |
| Admin fee / account holder | $5,284 | $10,703-50.6% | $8,592-38.5% | $11,596-54.4% |