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 | $37,742 | $210,408-82.1% | $153,485-75.4% | $145,922-74.1% |
| Participation rate | 69.2% | 82.1%-12.9pp | 77.1%-7.9pp | 80.3%-11.0pp |
| Annual return | 10.63% | 13.37%-2.7pp | 15.65%-5.0pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,505 | $6,048-58.6% | $5,039-50.3% | $4,660-46.2% |
| Participant deferral / active EE | $4,106 | $7,975-48.5% | $6,757-39.2% | $6,688-38.6% |
| Admin fee / account holder | $613 | $19,419-96.8% | $12,724-95.2% | $13,397-95.4% |