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 | $59,784 | $140,940-57.6% | $112,229-46.7% | $139,434-57.1% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 14.61% | 32.71%-18.1pp | 30.20%-15.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,559 | $4,283-63.6% | $3,430-54.6% | $4,751-67.2% |
| Participant deferral / active EE | $6,831 | $5,874+16.3% | $4,798+42.4% | $6,710+1.8% |
| Admin fee / account holder | $4,350 | $9,954-56.3% | $7,748-43.9% | $11,403-61.8% |