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 | $99,824 | $148,534-32.8% | $135,903-26.5% | $139,434-28.4% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 13.05% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,653 | $5,243-49.4% | $4,856-45.4% | $4,751-44.2% |
| Participant deferral / active EE | $7,262 | $8,100-10.3% | $7,758-6.4% | $6,710+8.2% |
| Admin fee / account holder | $5,193 | $12,400-58.1% | $10,762-51.7% | $11,403-54.5% |