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 | $108,641 | $183,519-40.8% | $155,509-30.1% | $145,922-25.5% |
| Participation rate | 30.8% | 82.7%-51.9pp | 78.2%-47.4pp | 80.3%-49.5pp |
| Annual return | 14.12% | 61.17%-47.0pp | 64.67%-50.6pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,870 | $5,313-8.3% | $4,672+4.2% | $4,660+4.5% |
| Participant deferral / active EE | $7,080 | $6,462+9.6% | $5,626+25.8% | $6,688+5.9% |
| Admin fee / account holder | $1,001 | $19,313-94.8% | $15,912-93.7% | $13,397-92.5% |