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 | $100,531 | $177,572-43.4% | $154,803-35.1% | $142,382-29.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 13.63% | 65.07%-51.4pp | 58.88%-45.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,981 | $4,810-58.8% | $4,305-54.0% | $4,299-53.9% |
| Participant deferral / active EE | $7,822 | $6,272+24.7% | $5,540+41.2% | $6,507+20.2% |
| Admin fee / account holder | $4,897 | $16,786-70.8% | $14,329-65.8% | $12,624-61.2% |