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 | $87,513 | $154,117-43.2% | $129,995-32.7% | $139,434-37.2% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 9.46% | 32.48%-23.0pp | -137.18%+146.6pp | 372.94%-363.5pp |
| Employer contribution / active EE | $2,514 | $5,289-52.5% | $4,320-41.8% | $4,751-47.1% |
| Participant deferral / active EE | $3,068 | $6,710-54.3% | $5,820-47.3% | $6,710-54.3% |
| Admin fee / account holder | $369 | $14,007-97.4% | $10,614-96.5% | $11,403-96.8% |