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 | $58,457 | $148,534-60.6% | $135,903-57.0% | $139,434-58.1% |
| Participation rate | 69.6% | 83.9%-14.3pp | 81.9%-12.3pp | 80.3%-10.8pp |
| Annual return | 13.95% | 79.19%-65.2pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,988 | $5,243-43.0% | $4,856-38.5% | $4,751-37.1% |
| Participant deferral / active EE | $6,280 | $8,100-22.5% | $7,758-19.0% | $6,710-6.4% |
| Admin fee / account holder | $11,703 | $12,400-5.6% | $10,762+8.7% | $11,403+2.6% |