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 | $109,213 | $175,202-37.7% | $149,673-27.0% | $139,434-21.7% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 13.06% | 166.71%-153.6pp | 134.42%-121.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,195 | $5,474-59.9% | $4,818-54.4% | $4,751-53.8% |
| Participant deferral / active EE | $7,859 | $6,519+20.6% | $5,680+38.4% | $6,710+17.1% |
| Admin fee / account holder | $1,125 | $16,150-93.0% | $13,210-91.5% | $11,403-90.1% |