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 | $26,295 | $185,822-85.8% | $169,993-84.5% | $139,434-81.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 17.96% | 60.50%-42.5pp | 53.37%-35.4pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,477 | $7,590-54.2% | $6,785-48.8% | $4,751-26.8% |
| Participant deferral / active EE | $6,830 | $11,622-41.2% | $10,408-34.4% | $6,710+1.8% |
| Admin fee / account holder | $8,187 | $15,381-46.8% | $12,815-36.1% | $11,403-28.2% |