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 | $106,366 | $185,822-42.8% | $169,993-37.4% | $139,434-23.7% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 14.21% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $1,900 | $7,590-75.0% | $6,785-72.0% | $4,751-60.0% |
| Participant deferral / active EE | $3,560 | $11,622-69.4% | $10,408-65.8% | $6,710-47.0% |
| Admin fee / account holder | $25,699 | $15,381+67.1% | $12,815+100.5% | $11,403+125.4% |