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 | $93,462 | $201,272-53.6% | $184,203-49.3% | $145,922-36.0% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 11.54% | 29.00%-17.5pp | 28.81%-17.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,277 | $7,022-67.6% | $6,427-64.6% | $4,660-51.1% |
| Participant deferral / active EE | $4,555 | $9,806-53.5% | $9,131-50.1% | $6,688-31.9% |
| Admin fee / account holder | $1,004 | $16,364-93.9% | $13,901-92.8% | $13,397-92.5% |