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 | $93,953 | $197,591-52.5% | $177,821-47.2% | $158,922-40.9% |
| Participation rate | 55.0% | 88.5%-33.5pp | 87.7%-32.7pp | 82.0%-27.0pp |
| Annual return | 20.34% | 58.76%-38.4pp | 48.32%-28.0pp | 302.83%-282.5pp |
| Employer contribution / active EE | $1,649 | $6,697-75.4% | $5,918-72.1% | $4,761-65.4% |
| Participant deferral / active EE | $3,855 | $8,405-54.1% | $7,714-50.0% | $5,982-35.6% |
| Admin fee / account holder | $9,734 | $15,399-36.8% | $12,427-21.7% | $11,246-13.4% |