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 | $141,327 | $201,259-29.8% | $184,200-23.3% | $145,959-3.2% |
| Participation rate | 53.8% | 87.5%-33.7pp | 86.8%-33.0pp | 80.3%-26.4pp |
| Annual return | 12.33% | 28.98%-16.7pp | 28.80%-16.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,197 | $7,018-54.4% | $6,424-50.2% | $4,661-31.4% |
| Participant deferral / active EE | $5,402 | $9,806-44.9% | $9,132-40.8% | $6,689-19.2% |
| Admin fee / account holder | $3,122 | $16,372-80.9% | $13,907-77.5% | $13,398-76.7% |