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 | $112,318 | $148,534-24.4% | $135,903-17.4% | $139,434-19.4% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 22.67% | 79.19%-56.5pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,148 | $5,243-59.0% | $4,856-55.8% | $4,751-54.8% |
| Participant deferral / active EE | $8,480 | $8,100+4.7% | $7,758+9.3% | $6,710+26.4% |
| Admin fee / account holder | $7,856 | $12,400-36.6% | $10,762-27.0% | $11,403-31.1% |