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 | $111,337 | $171,164-35.0% | $127,761-12.9% | $152,861-27.2% |
| Participation rate | 62.5% | 83.4%-20.9pp | 79.0%-16.5pp | 82.4%-19.9pp |
| Annual return | 19.20% | 23.54%-4.3pp | 26.14%-6.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,733 | $5,447-68.2% | $4,574-62.1% | $4,762-63.6% |
| Participant deferral / active EE | $4,664 | $7,038-33.7% | $6,021-22.5% | $5,850-20.3% |
| Admin fee / account holder | $1,331 | $14,530-90.8% | $9,395-85.8% | $11,596-88.5% |