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 | $65,447 | $157,256-58.4% | $141,162-53.6% | $152,861-57.2% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.4%-26.9pp |
| Annual return | 25.22% | 64.32%-39.1pp | 71.39%-46.2pp | 345.32%-320.1pp |
| Employer contribution / active EE | $2,975 | $5,261-43.5% | $4,735-37.2% | $4,762-37.5% |
| Participant deferral / active EE | $6,984 | $7,109-1.8% | $6,709+4.1% | $5,850+19.4% |
| Admin fee / account holder | $478 | $12,120-96.1% | $10,261-95.3% | $11,596-95.9% |