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 | $105,045 | $183,519-42.8% | $155,509-32.5% | $145,922-28.0% |
| Participation rate | 52.2% | 82.7%-30.5pp | 78.2%-26.0pp | 80.3%-28.1pp |
| Annual return | 9.63% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,036 | $5,313-61.7% | $4,672-56.4% | $4,660-56.3% |
| Participant deferral / active EE | $4,335 | $6,462-32.9% | $5,626-23.0% | $6,688-35.2% |
| Admin fee / account holder | $24,195 | $19,313+25.3% | $15,912+52.1% | $13,397+80.6% |