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 | $76,193 | $157,256-51.5% | $141,162-46.0% | $152,861-50.2% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.4%-18.8pp |
| Annual return | 18.48% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,570 | $7,109-35.7% | $6,709-31.9% | $5,850-21.9% |
| Admin fee / account holder | $13,376 | $12,120+10.4% | $10,261+30.4% | $11,596+15.3% |