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 | $125,233 | $177,572-29.5% | $154,803-19.1% | $142,382-12.0% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.1%-19.7pp | 80.1%-21.8pp |
| Annual return | 18.42% | 65.07%-46.6pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,826 | $4,810-62.0% | $4,305-57.6% | $4,299-57.5% |
| Participant deferral / active EE | $5,958 | $6,272-5.0% | $5,540+7.5% | $6,507-8.4% |
| Admin fee / account holder | $1,726 | $16,786-89.7% | $14,329-88.0% | $12,624-86.3% |