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 | $102,279 | $175,202-41.6% | $149,673-31.7% | $139,434-26.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 27.33% | 166.71%-139.4pp | 134.42%-107.1pp | 372.94%-345.6pp |
| Employer contribution / active EE | $1,635 | $5,474-70.1% | $4,818-66.1% | $4,751-65.6% |
| Participant deferral / active EE | $4,617 | $6,519-29.2% | $5,680-18.7% | $6,710-31.2% |
| Admin fee / account holder | $3,801 | $16,150-76.5% | $13,210-71.2% | $11,403-66.7% |