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 | $118,745 | $183,519-35.3% | $155,509-23.6% | $145,922-18.6% |
| Participation rate | 52.6% | 82.7%-30.0pp | 78.2%-25.6pp | 80.3%-27.6pp |
| Annual return | 9.06% | 61.17%-52.1pp | 64.67%-55.6pp | 561.29%-552.2pp |
| Employer contribution / active EE | $5,173 | $5,313-2.6% | $4,672+10.7% | $4,660+11.0% |
| Participant deferral / active EE | $3,459 | $6,462-46.5% | $5,626-38.5% | $6,688-48.3% |
| Admin fee / account holder | $22,163 | $19,313+14.8% | $15,912+39.3% | $13,397+65.4% |