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 | $60,621 | $154,117-60.7% | $129,995-53.4% | $139,434-56.5% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.5%-13.5pp | 80.3%-15.3pp |
| Annual return | 13.99% | 32.48%-18.5pp | -137.18%+151.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $1,768 | $5,289-66.6% | $4,320-59.1% | $4,751-62.8% |
| Participant deferral / active EE | $4,230 | $6,710-37.0% | $5,820-27.3% | $6,710-37.0% |
| Admin fee / account holder | $82,342 | $14,007+487.9% | $10,614+675.8% | $11,403+622.1% |