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 | $94,964 | $179,726-47.2% | $156,263-39.2% | $142,382-33.3% |
| Participation rate | 55.6% | 82.1%-26.5pp | 78.9%-23.4pp | 80.1%-24.6pp |
| Annual return | 11.27% | 77.86%-66.6pp | 59.47%-48.2pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,684 | $5,069-66.8% | $4,333-61.1% | $4,299-60.8% |
| Participant deferral / active EE | $4,013 | $6,956-42.3% | $6,158-34.8% | $6,507-38.3% |
| Admin fee / account holder | $26,148 | $17,272+51.4% | $14,255+83.4% | $12,624+107.1% |