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 | $101,691 | $175,202-42.0% | $149,673-32.1% | $139,434-27.1% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 11.99% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $1,959 | $5,474-64.2% | $4,818-59.3% | $4,751-58.8% |
| Participant deferral / active EE | $4,923 | $6,519-24.5% | $5,680-13.3% | $6,710-26.6% |
| Admin fee / account holder | $1,614 | $16,150-90.0% | $13,210-87.8% | $11,403-85.8% |