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 | $63,010 | $165,984-62.0% | $164,813-61.8% | $145,922-56.8% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 12.10% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $3,127 | $5,273-40.7% | $4,341-28.0% | $4,660-32.9% |
| Participant deferral / active EE | $7,070 | $6,959+1.6% | $6,031+17.2% | $6,688+5.7% |
| Admin fee / account holder | $4,933 | $16,648-70.4% | $12,690-61.1% | $13,397-63.2% |