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 | $103,533 | $157,256-34.2% | $141,162-26.7% | $152,861-32.3% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 18.14% | 64.32%-46.2pp | 71.39%-53.2pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,983 | $5,261-43.3% | $4,735-37.0% | $4,762-37.4% |
| Participant deferral / active EE | $8,986 | $7,109+26.4% | $6,709+33.9% | $5,850+53.6% |
| Admin fee / account holder | $41,587 | $12,120+243.1% | $10,261+305.3% | $11,596+258.6% |