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 | $82,585 | $166,020-50.3% | $164,866-49.9% | $145,959-43.4% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.6%-13.6pp | 80.3%-15.3pp |
| Annual return | 11.91% | 100.08%-88.2pp | 69.97%-58.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,859 | $5,275-64.7% | $4,343-57.2% | $4,661-60.1% |
| Participant deferral / active EE | $4,120 | $6,961-40.8% | $6,033-31.7% | $6,689-38.4% |
| Admin fee / account holder | $2,816 | $16,644-83.1% | $12,689-77.8% | $13,398-79.0% |