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 | $62,383 | $185,822-66.4% | $169,993-63.3% | $139,434-55.3% |
| Participation rate | 68.2% | 87.8%-19.6pp | 87.0%-18.8pp | 80.3%-12.1pp |
| Annual return | 19.13% | 60.50%-41.4pp | 53.37%-34.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,331 | $7,590-69.3% | $6,785-65.6% | $4,751-50.9% |
| Participant deferral / active EE | $5,277 | $11,622-54.6% | $10,408-49.3% | $6,710-21.4% |
| Admin fee / account holder | $5,807 | $15,381-62.2% | $12,815-54.7% | $11,403-49.1% |