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 | $115,777 | $165,335-30.0% | $149,696-22.7% | $158,922-27.1% |
| Participation rate | 52.6% | 84.6%-31.9pp | 82.5%-29.8pp | 82.0%-29.3pp |
| Annual return | 21.02% | 348.15%-327.1pp | 276.60%-255.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,762 | $5,103-65.5% | $4,644-62.1% | $4,761-63.0% |
| Participant deferral / active EE | $5,492 | $7,181-23.5% | $6,842-19.7% | $5,982-8.2% |
| Admin fee / account holder | $2,006 | $10,807-81.4% | $9,309-78.5% | $11,246-82.2% |