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 | $115,885 | $228,332-49.2% | $185,823-37.6% | $158,922-27.1% |
| Participation rate | 58.8% | 82.3%-23.5pp | 78.0%-19.2pp | 82.0%-23.1pp |
| Annual return | 12.05% | 40.80%-28.8pp | 35.95%-23.9pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,938 | $4,967-61.0% | $4,087-52.6% | $4,761-59.3% |
| Participant deferral / active EE | $3,948 | $6,415-38.4% | $5,632-29.9% | $5,982-34.0% |
| Admin fee / account holder | $39,017 | $11,864+228.9% | $9,500+310.7% | $11,246+247.0% |