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 | $60,591 | $157,256-61.5% | $141,162-57.1% | $152,861-60.4% |
| Participation rate | 68.8% | 84.8%-16.1pp | 82.5%-13.7pp | 82.4%-13.7pp |
| Annual return | 16.74% | 64.32%-47.6pp | 71.39%-54.6pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,201 | $5,261-58.2% | $4,735-53.5% | $4,762-53.8% |
| Participant deferral / active EE | $5,176 | $7,109-27.2% | $6,709-22.8% | $5,850-11.5% |
| Admin fee / account holder | $22,548 | $12,120+86.0% | $10,261+119.7% | $11,596+94.4% |