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 | $96,707 | $148,534-34.9% | $135,903-28.8% | $139,434-30.6% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 22.14% | 79.19%-57.1pp | 68.23%-46.1pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,688 | $5,243-67.8% | $4,856-65.2% | $4,751-64.5% |
| Participant deferral / active EE | $6,501 | $8,100-19.7% | $7,758-16.2% | $6,710-3.1% |
| Admin fee / account holder | $1,994 | $12,400-83.9% | $10,762-81.5% | $11,403-82.5% |