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 | $104,609 | $159,602-34.5% | $150,045-30.3% | $142,382-26.5% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.3%-24.0pp | 80.1%-21.8pp |
| Annual return | 13.12% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,761 | $4,961-64.5% | $4,693-62.5% | $4,299-59.0% |
| Participant deferral / active EE | $7,369 | $8,310-11.3% | $7,997-7.9% | $6,507+13.2% |
| Admin fee / account holder | $33,262 | $14,846+124.0% | $13,435+147.6% | $12,624+163.5% |