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 5-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 | $112,710 | $148,534-24.1% | $135,903-17.1% | $139,434-19.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 18.49% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $3,596 | $5,243-31.4% | $4,856-25.9% | $4,751-24.3% |
| Participant deferral / active EE | $6,206 | $8,100-23.4% | $7,758-20.0% | $6,710-7.5% |
| Admin fee / account holder | $24,791 | $12,400+99.9% | $10,762+130.4% | $11,403+117.4% |