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 | $114,768 | $177,572-35.4% | $154,803-25.9% | $142,382-19.4% |
| Participation rate | 63.6% | 82.1%-18.4pp | 78.1%-14.4pp | 80.1%-16.5pp |
| Annual return | 19.51% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,328 | $4,810-30.8% | $4,305-22.7% | $4,299-22.6% |
| Participant deferral / active EE | $6,569 | $6,272+4.7% | $5,540+18.6% | $6,507+0.9% |
| Admin fee / account holder | $4,439 | $16,786-73.6% | $14,329-69.0% | $12,624-64.8% |