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 | $78,395 | $176,056-55.5% | $159,436-50.8% | $167,490-53.2% |
| Participation rate | 46.2% | 84.9%-38.8pp | 82.8%-36.7pp | 82.1%-36.0pp |
| Annual return | 14.63% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,841 | $5,297-46.4% | $4,829-41.2% | $4,837-41.3% |
| Participant deferral / active EE | $9,210 | $7,750+18.8% | $7,352+25.3% | $6,341+45.2% |
| Admin fee / account holder | $15,909 | $12,554+26.7% | $10,799+47.3% | $12,309+29.2% |