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 | $172,111-35.1% | $150,298-25.6% | $137,256-18.6% |
| Participation rate | 63.2% | 81.7%-18.6pp | 77.8%-14.6pp | 80.0%-16.8pp |
| Annual return | 16.12% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,172 | $4,636-74.7% | $4,154-71.8% | $4,156-71.8% |
| Participant deferral / active EE | $4,859 | $6,166-21.2% | $5,453-10.9% | $6,407-24.2% |
| Admin fee / account holder | $935 | $16,471-94.3% | $14,116-93.4% | $12,270-92.4% |