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 | $92,505 | $175,202-47.2% | $149,673-38.2% | $139,434-33.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 12.96% | 166.71%-153.8pp | 134.42%-121.5pp | 372.94%-360.0pp |
| Employer contribution / active EE | $1,884 | $5,474-65.6% | $4,818-60.9% | $4,751-60.3% |
| Participant deferral / active EE | $6,549 | $6,519+0.5% | $5,680+15.3% | $6,710-2.4% |
| Admin fee / account holder | $52,645 | $16,150+226.0% | $13,210+298.5% | $11,403+361.7% |