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 | $170,836 | $165,335+3.3% | $149,696+14.1% | $158,922+7.5% |
| Participation rate | 68.4% | 84.6%-16.1pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 21.98% | 348.15%-326.2pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $2,437 | $5,103-52.2% | $4,644-47.5% | $4,761-48.8% |
| Participant deferral / active EE | $5,972 | $7,181-16.8% | $6,842-12.7% | $5,982-0.2% |
| Admin fee / account holder | $5,359 | $10,807-50.4% | $9,309-42.4% | $11,246-52.3% |