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 | $83,893 | $115,770-27.5% | $101,248-17.1% | $158,922-47.2% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 18.50% | 56.14%-37.6pp | 46.47%-28.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $2,198 | $4,175-47.3% | $3,660-39.9% | $4,761-53.8% |
| Participant deferral / active EE | $5,694 | $4,957+14.9% | $4,370+30.3% | $5,982-4.8% |
| Admin fee / account holder | $9,352 | $7,245+29.1% | $5,945+57.3% | $11,246-16.8% |