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 | $92,905 | $140,940-34.1% | $112,229-17.2% | $139,434-33.4% |
| Participation rate | 62.5% | 79.2%-16.7pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 12.12% | 32.71%-20.6pp | 30.20%-18.1pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,906 | $4,283-55.5% | $3,430-44.4% | $4,751-59.9% |
| Participant deferral / active EE | $4,000 | $5,874-31.9% | $4,798-16.6% | $6,710-40.4% |
| Admin fee / account holder | $2,144 | $9,954-78.5% | $7,748-72.3% | $11,403-81.2% |