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 | $107,071 | $176,377-39.3% | $134,143-20.2% | $158,922-32.6% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 22.10% | 63.63%-41.5pp | 36.33%-14.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $380 | $5,040-92.5% | $3,704-89.7% | $4,761-92.0% |
| Participant deferral / active EE | $2,809 | $4,091-31.3% | $3,499-19.7% | $5,982-53.0% |
| Admin fee / account holder | $14,216 | $8,718+63.1% | $6,684+112.7% | $11,246+26.4% |