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 | $124,365 | $201,259-38.2% | $184,200-32.5% | $145,959-14.8% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 14.61% | 28.98%-14.4pp | 28.80%-14.2pp | 561.95%-547.3pp |
| Employer contribution / active EE | $4,861 | $7,018-30.7% | $6,424-24.3% | $4,661+4.3% |
| Participant deferral / active EE | $11,625 | $9,806+18.5% | $9,132+27.3% | $6,689+73.8% |
| Admin fee / account holder | $394 | $16,372-97.6% | $13,907-97.2% | $13,398-97.1% |