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 | $200,041 | $106,584+87.7% | $101,326+97.4% | $142,382+40.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 21.09% | 36.93%-15.8pp | 36.82%-15.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,016 | $3,956-74.3% | $3,665-72.3% | $4,299-76.4% |
| Participant deferral / active EE | $6,608 | $8,297-20.4% | $7,994-17.3% | $6,507+1.5% |
| Admin fee / account holder | $4,472 | $11,446-60.9% | $11,185-60.0% | $12,624-64.6% |