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 | $106,359 | $148,534-28.4% | $135,903-21.7% | $139,434-23.7% |
| Participation rate | 38.1% | 83.9%-45.8pp | 81.9%-43.8pp | 80.3%-42.2pp |
| Annual return | 21.45% | 79.19%-57.7pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,924 | $5,243-25.2% | $4,856-19.2% | $4,751-17.4% |
| Participant deferral / active EE | $7,081 | $8,100-12.6% | $7,758-8.7% | $6,710+5.5% |
| Admin fee / account holder | $993 | $12,400-92.0% | $10,762-90.8% | $11,403-91.3% |