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 | $72,344 | $110,261-34.4% | $95,745-24.4% | $139,434-48.1% |
| Participation rate | 21.7% | 75.8%-54.0pp | 72.3%-50.5pp | 80.3%-58.6pp |
| Annual return | 15.30% | 27.11%-11.8pp | 28.35%-13.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $5,629 | $3,257+72.8% | $2,835+98.6% | $4,751+18.5% |
| Participant deferral / active EE | $8,904 | $4,676+90.4% | $4,245+109.8% | $6,710+32.7% |
| Admin fee / account holder | $1,253 | $6,613-81.0% | $5,678-77.9% | $11,403-89.0% |