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 | $128,581 | $159,602-19.4% | $150,045-14.3% | $142,382-9.7% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.3%-18.7pp | 80.1%-16.5pp |
| Annual return | 17.76% | 70.24%-52.5pp | 62.55%-44.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,374 | $4,961-52.1% | $4,693-49.4% | $4,299-44.8% |
| Participant deferral / active EE | $5,707 | $8,310-31.3% | $7,997-28.6% | $6,507-12.3% |
| Admin fee / account holder | $1,617 | $14,846-89.1% | $13,435-88.0% | $12,624-87.2% |