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 | $62,071 | $94,752-34.5% | $112,887-45.0% | $139,434-55.5% |
| Participation rate | 66.7% | 81.3%-14.6pp | 80.5%-13.8pp | 80.3%-13.7pp |
| Annual return | 15.95% | 40.88%-24.9pp | 34.10%-18.1pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,868 | $4,625-59.6% | $4,563-59.1% | $4,751-60.7% |
| Participant deferral / active EE | $2,689 | $6,512-58.7% | $6,513-58.7% | $6,710-59.9% |
| Admin fee / account holder | $1,275 | $8,527-85.0% | $7,047-81.9% | $11,403-88.8% |