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 | $55,584 | $149,734-62.9% | $118,925-53.3% | $158,922-65.0% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | 15.71% | 19.95%-4.2pp | 35.88%-20.2pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,337 | $4,115-67.5% | $3,263-59.0% | $4,761-71.9% |
| Participant deferral / active EE | $1,875 | $5,223-64.1% | $4,265-56.0% | $5,982-68.7% |
| Admin fee / account holder | $2,465 | $8,603-71.3% | $6,581-62.5% | $11,246-78.1% |