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 | $97,900 | $183,592-46.7% | $155,567-37.1% | $145,959-32.9% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.6pp | 80.3%-16.6pp |
| Annual return | 12.49% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.5pp |
| Employer contribution / active EE | $1,836 | $5,315-65.5% | $4,674-60.7% | $4,661-60.6% |
| Participant deferral / active EE | $4,749 | $6,464-26.5% | $5,628-15.6% | $6,689-29.0% |
| Admin fee / account holder | $29,944 | $19,318+55.0% | $15,916+88.1% | $13,398+123.5% |