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 | $91,078 | $157,256-42.1% | $141,162-35.5% | $152,861-40.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 28.29% | 64.32%-36.0pp | 71.39%-43.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $7,011 | $5,261+33.3% | $4,735+48.1% | $4,762+47.2% |
| Participant deferral / active EE | $16,605 | $7,109+133.6% | $6,709+147.5% | $5,850+183.8% |
| Admin fee / account holder | $11,301 | $12,120-6.8% | $10,261+10.1% | $11,596-2.6% |