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 | $107,652 | $154,117-30.1% | $129,995-17.2% | $139,434-22.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | 22.19% | 32.48%-10.3pp | -137.18%+159.4pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,881 | $5,289-64.4% | $4,320-56.5% | $4,751-60.4% |
| Participant deferral / active EE | $7,046 | $6,710+5.0% | $5,820+21.1% | $6,710+5.0% |
| Admin fee / account holder | $24,472 | $14,007+74.7% | $10,614+130.5% | $11,403+114.6% |