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 | $111,752 | $177,572-37.1% | $154,803-27.8% | $142,382-21.5% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.1%-14.9pp | 80.1%-17.0pp |
| Annual return | 16.12% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,172 | $4,810-75.6% | $4,305-72.8% | $4,299-72.7% |
| Participant deferral / active EE | $4,859 | $6,272-22.5% | $5,540-12.3% | $6,507-25.3% |
| Admin fee / account holder | $935 | $16,786-94.4% | $14,329-93.5% | $12,624-92.6% |