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 | $109,888 | $177,572-38.1% | $154,803-29.0% | $142,382-22.8% |
| Participation rate | 61.1% | 82.1%-20.9pp | 78.1%-17.0pp | 80.1%-19.0pp |
| Annual return | 17.50% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,310 | $4,810-72.8% | $4,305-69.6% | $4,299-69.5% |
| Participant deferral / active EE | $4,316 | $6,272-31.2% | $5,540-22.1% | $6,507-33.7% |
| Admin fee / account holder | $940 | $16,786-94.4% | $14,329-93.4% | $12,624-92.6% |