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 | $115,821 | $177,572-34.8% | $154,803-25.2% | $142,382-18.7% |
| Participation rate | 47.1% | 82.1%-35.0pp | 78.1%-31.0pp | 80.1%-33.1pp |
| Annual return | 19.25% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,051 | $4,810-78.2% | $4,305-75.6% | $4,299-75.6% |
| Participant deferral / active EE | $4,800 | $6,272-23.5% | $5,540-13.4% | $6,507-26.2% |
| Admin fee / account holder | $322 | $16,786-98.1% | $14,329-97.8% | $12,624-97.4% |