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 | $109,566 | $183,592-40.3% | $155,567-29.6% | $145,959-24.9% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.0pp | 80.3%-26.1pp |
| Annual return | 19.69% | 61.24%-41.5pp | 64.74%-45.0pp | 561.95%-542.3pp |
| Employer contribution / active EE | $1,691 | $5,315-68.2% | $4,674-63.8% | $4,661-63.7% |
| Participant deferral / active EE | $5,255 | $6,464-18.7% | $5,628-6.6% | $6,689-21.4% |
| Admin fee / account holder | $9,473 | $19,318-51.0% | $15,916-40.5% | $13,398-29.3% |