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 | $133,774 | $159,602-16.2% | $150,045-10.8% | $142,382-6.0% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.3%-46.0pp | 80.1%-43.8pp |
| Annual return | 15.35% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,974 | $4,961-60.2% | $4,693-57.9% | $4,299-54.1% |
| Participant deferral / active EE | $3,438 | $8,310-58.6% | $7,997-57.0% | $6,507-47.2% |
| Admin fee / account holder | $1,575 | $14,846-89.4% | $13,435-88.3% | $12,624-87.5% |