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 | $141,073 | $165,984-15.0% | $164,813-14.4% | $145,922-3.3% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 25.46% | 100.03%-74.6pp | 69.93%-44.5pp | 561.29%-535.8pp |
| Employer contribution / active EE | $1,352 | $5,273-74.4% | $4,341-68.9% | $4,660-71.0% |
| Participant deferral / active EE | $3,306 | $6,959-52.5% | $6,031-45.2% | $6,688-50.6% |
| Admin fee / account holder | $9,064 | $16,648-45.6% | $12,690-28.6% | $13,397-32.3% |