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 | $106,687 | $148,534-28.2% | $135,903-21.5% | $139,434-23.5% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 14.17% | 79.19%-65.0pp | 68.23%-54.1pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,674 | $5,243-49.0% | $4,856-44.9% | $4,751-43.7% |
| Participant deferral / active EE | $3,662 | $8,100-54.8% | $7,758-52.8% | $6,710-45.4% |
| Admin fee / account holder | $13,845 | $12,400+11.7% | $10,762+28.6% | $11,403+21.4% |