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 | $124,283 | $166,020-25.1% | $164,866-24.6% | $145,959-14.9% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 13.06% | 100.08%-87.0pp | 69.97%-56.9pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,868 | $5,275-45.6% | $4,343-34.0% | $4,661-38.5% |
| Participant deferral / active EE | $5,709 | $6,961-18.0% | $6,033-5.4% | $6,689-14.6% |
| Admin fee / account holder | $3,510 | $16,644-78.9% | $12,689-72.3% | $13,398-73.8% |