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 | $85,896 | $148,534-42.2% | $135,903-36.8% | $139,434-38.4% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 12.48% | 79.19%-66.7pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $1,906 | $5,243-63.6% | $4,856-60.8% | $4,751-59.9% |
| Participant deferral / active EE | $4,619 | $8,100-43.0% | $7,758-40.5% | $6,710-31.2% |
| Admin fee / account holder | $4,898 | $12,400-60.5% | $10,762-54.5% | $11,403-57.0% |