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 | $135,341 | $185,822-27.2% | $169,993-20.4% | $139,434-2.9% |
| Participation rate | 55.6% | 87.8%-32.2pp | 87.0%-31.4pp | 80.3%-24.8pp |
| Annual return | 13.44% | 60.50%-47.1pp | 53.37%-39.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,757 | $7,590-76.8% | $6,785-74.1% | $4,751-63.0% |
| Participant deferral / active EE | $5,132 | $11,622-55.8% | $10,408-50.7% | $6,710-23.5% |
| Admin fee / account holder | $2,871 | $15,381-81.3% | $12,815-77.6% | $11,403-74.8% |