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 | $98,948 | $179,726-44.9% | $156,263-36.7% | $142,382-30.5% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.9%-13.9pp | 80.1%-15.1pp |
| Annual return | 13.79% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,601 | $5,069-68.4% | $4,333-63.1% | $4,299-62.8% |
| Participant deferral / active EE | $3,760 | $6,956-46.0% | $6,158-39.0% | $6,507-42.2% |
| Admin fee / account holder | $2,258 | $17,272-86.9% | $14,255-84.2% | $12,624-82.1% |