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 | $112,021 | $154,117-27.3% | $129,995-13.8% | $139,434-19.7% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 16.34% | 32.48%-16.1pp | -137.18%+153.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $1,795 | $5,289-66.1% | $4,320-58.4% | $4,751-62.2% |
| Participant deferral / active EE | $4,747 | $6,710-29.3% | $5,820-18.4% | $6,710-29.3% |
| Admin fee / account holder | $18,515 | $14,007+32.2% | $10,614+74.4% | $11,403+62.4% |