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 | $111,014 | $179,726-38.2% | $156,263-29.0% | $142,382-22.0% |
| Participation rate | 63.2% | 82.1%-18.9pp | 78.9%-15.7pp | 80.1%-17.0pp |
| Annual return | 13.17% | 77.86%-64.7pp | 59.47%-46.3pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,700 | $5,069-46.7% | $4,333-37.7% | $4,299-37.2% |
| Participant deferral / active EE | $5,980 | $6,956-14.0% | $6,158-2.9% | $6,507-8.1% |
| Admin fee / account holder | $2,704 | $17,272-84.3% | $14,255-81.0% | $12,624-78.6% |