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 | $67,728 | $755,339-91.0% | $379,746-82.2% | $158,922-57.4% |
| Participation rate | 66.7% | 81.8%-15.1pp | 78.4%-11.8pp | 82.0%-15.3pp |
| Annual return | 19.21% | 53.41%-34.2pp | 34.90%-15.7pp | 302.83%-283.6pp |
| Employer contribution / active EE | $2,607 | $4,685-44.4% | $3,540-26.3% | $4,761-45.2% |
| Participant deferral / active EE | $3,945 | $7,938-50.3% | $6,024-34.5% | $5,982-34.1% |
| Admin fee / account holder | $4,319 | $14,482-70.2% | $7,927-45.5% | $11,246-61.6% |