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 | $84,062 | $179,726-53.2% | $156,263-46.2% | $142,382-41.0% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.9%-40.4pp | 80.1%-41.7pp |
| Annual return | 13.32% | 77.86%-64.5pp | 59.47%-46.2pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,236 | $5,069-55.9% | $4,333-48.4% | $4,299-48.0% |
| Participant deferral / active EE | $3,743 | $6,956-46.2% | $6,158-39.2% | $6,507-42.5% |
| Admin fee / account holder | $16,431 | $17,272-4.9% | $14,255+15.3% | $12,624+30.2% |