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 | $86,331 | $148,534-41.9% | $135,903-36.5% | $139,434-38.1% |
| Participation rate | 55.0% | 83.9%-28.9pp | 81.9%-26.9pp | 80.3%-25.3pp |
| Annual return | 19.96% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,647 | $5,243-68.6% | $4,856-66.1% | $4,751-65.3% |
| Participant deferral / active EE | $3,400 | $8,100-58.0% | $7,758-56.2% | $6,710-49.3% |
| Admin fee / account holder | $1,050 | $12,400-91.5% | $10,762-90.2% | $11,403-90.8% |