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 | $40,434 | $175,202-76.9% | $149,673-73.0% | $139,434-71.0% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 16.07% | 166.71%-150.6pp | 134.42%-118.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,078 | $5,474-62.0% | $4,818-56.9% | $4,751-56.3% |
| Participant deferral / active EE | $2,237 | $6,519-65.7% | $5,680-60.6% | $6,710-66.7% |
| Admin fee / account holder | $10,627 | $16,150-34.2% | $13,210-19.6% | $11,403-6.8% |