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 | $113,789 | $183,519-38.0% | $155,509-26.8% | $145,922-22.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 10.20% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,168 | $5,313-78.0% | $4,672-75.0% | $4,660-74.9% |
| Participant deferral / active EE | $4,201 | $6,462-35.0% | $5,626-25.3% | $6,688-37.2% |
| Admin fee / account holder | $479 | $19,313-97.5% | $15,912-97.0% | $13,397-96.4% |