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 | $80,802 | $232,540-65.3% | $185,117-56.4% | $147,584-45.2% |
| Participation rate | 60.0% | 82.4%-22.4pp | 77.3%-17.3pp | 82.8%-22.8pp |
| Annual return | 19.64% | 43.03%-23.4pp | 40.50%-20.9pp | 578.55%-558.9pp |
| Employer contribution / active EE | $3,482 | $5,195-33.0% | $4,182-16.7% | $4,876-28.6% |
| Participant deferral / active EE | $7,391 | $5,834+26.7% | $5,045+46.5% | $5,439+35.9% |
| Admin fee / account holder | $24,841 | $10,275+141.8% | $8,159+204.4% | $10,885+128.2% |