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 | $105,902 | $175,202-39.6% | $149,673-29.2% | $139,434-24.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 23.76% | 166.71%-142.9pp | 134.42%-110.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,327 | $5,474-75.8% | $4,818-72.5% | $4,751-72.1% |
| Participant deferral / active EE | $2,977 | $6,519-54.3% | $5,680-47.6% | $6,710-55.6% |
| Admin fee / account holder | $2,722 | $16,150-83.1% | $13,210-79.4% | $11,403-76.1% |