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 | $57,895 | $209,411-72.4% | $178,490-67.6% | $158,922-63.6% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 8.00% | 188.75%-180.7pp | 151.07%-143.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $3,233 | $5,706-43.3% | $5,011-35.5% | $4,761-32.1% |
| Participant deferral / active EE | $6,162 | $5,954+3.5% | $5,202+18.5% | $5,982+3.0% |
| Admin fee / account holder | $24,385 | $17,074+42.8% | $13,984+74.4% | $11,246+116.8% |