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 | $45,091 | $142,405-68.3% | $115,157-60.8% | $152,861-70.5% |
| Participation rate | 68.8% | 82.4%-13.6pp | 75.9%-7.2pp | 82.4%-13.7pp |
| Annual return | 18.42% | 41.48%-23.1pp | 35.60%-17.2pp | 345.32%-326.9pp |
| Employer contribution / active EE | $2,115 | $4,010-47.3% | $3,179-33.5% | $4,762-55.6% |
| Participant deferral / active EE | $1,465 | $5,164-71.6% | $4,168-64.9% | $5,850-75.0% |
| Admin fee / account holder | $7,808 | $8,462-7.7% | $7,088+10.2% | $11,596-32.7% |