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 | $116,483 | $148,534-21.6% | $135,903-14.3% | $139,434-16.5% |
| Participation rate | 57.9% | 83.9%-26.0pp | 81.9%-24.0pp | 80.3%-22.4pp |
| Annual return | 16.14% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,536 | $5,243-70.7% | $4,856-68.4% | $4,751-67.7% |
| Participant deferral / active EE | $5,144 | $8,100-36.5% | $7,758-33.7% | $6,710-23.3% |
| Admin fee / account holder | $418 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |