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 | $32,867 | $111,535-70.5% | $105,223-68.8% | $137,256-76.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 17.77% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,868 | $3,939-52.6% | $3,689-49.4% | $4,156-55.1% |
| Participant deferral / active EE | $5,782 | $5,500+5.1% | $5,072+14.0% | $6,407-9.8% |
| Admin fee / account holder | $2,613 | $9,721-73.1% | $8,859-70.5% | $12,270-78.7% |