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 | $100,658 | $157,256-36.0% | $141,162-28.7% | $152,861-34.2% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.4%-27.4pp |
| Annual return | 23.40% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,913 | $5,261-63.6% | $4,735-59.6% | $4,762-59.8% |
| Participant deferral / active EE | $5,331 | $7,109-25.0% | $6,709-20.5% | $5,850-8.9% |
| Admin fee / account holder | $6,312 | $12,120-47.9% | $10,261-38.5% | $11,596-45.6% |