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 | $66,325 | $183,519-63.9% | $155,509-57.4% | $145,922-54.5% |
| Participation rate | 65.0% | 82.7%-17.7pp | 78.2%-13.2pp | 80.3%-15.3pp |
| Annual return | 10.33% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,937 | $5,313-63.5% | $4,672-58.5% | $4,660-58.4% |
| Participant deferral / active EE | $2,574 | $6,462-60.2% | $5,626-54.3% | $6,688-61.5% |
| Admin fee / account holder | $8,872 | $19,313-54.1% | $15,912-44.2% | $13,397-33.8% |