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 | $136,762 | $175,202-21.9% | $149,673-8.6% | $139,434-1.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 19.17% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,338 | $5,474-75.6% | $4,818-72.2% | $4,751-71.8% |
| Participant deferral / active EE | $5,048 | $6,519-22.6% | $5,680-11.1% | $6,710-24.8% |
| Admin fee / account holder | $1,550 | $16,150-90.4% | $13,210-88.3% | $11,403-86.4% |