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 | $113,789 | $185,822-38.8% | $169,993-33.1% | $139,434-18.4% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 15.22% | 60.50%-45.3pp | 53.37%-38.2pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,288 | $7,590-69.9% | $6,785-66.3% | $4,751-51.8% |
| Participant deferral / active EE | $3,431 | $11,622-70.5% | $10,408-67.0% | $6,710-48.9% |
| Admin fee / account holder | $5,376 | $15,381-65.0% | $12,815-58.1% | $11,403-52.9% |