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 | $90,608 | $185,822-51.2% | $169,993-46.7% | $139,434-35.0% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 21.71% | 60.50%-38.8pp | 53.37%-31.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $4,405 | $7,590-42.0% | $6,785-35.1% | $4,751-7.3% |
| Participant deferral / active EE | $6,776 | $11,622-41.7% | $10,408-34.9% | $6,710+1.0% |
| Admin fee / account holder | $1,401 | $15,381-90.9% | $12,815-89.1% | $11,403-87.7% |