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 | $65,997 | $101,069-34.7% | $81,478-19.0% | $147,584-55.3% |
| Participation rate | 65.0% | 74.5%-9.5pp | 68.0%-3.0pp | 82.8%-17.8pp |
| Annual return | 16.53% | 32.40%-15.9pp | 38.78%-22.2pp | 578.55%-562.0pp |
| Employer contribution / active EE | $5,429 | $3,205+69.4% | $2,568+111.4% | $4,876+11.3% |
| Participant deferral / active EE | $1,540 | $4,242-63.7% | $3,537-56.4% | $5,439-71.7% |
| Admin fee / account holder | $21,242 | $5,812+265.5% | $4,561+365.7% | $10,885+95.1% |