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 | $122,274 | $175,202-30.2% | $149,673-18.3% | $139,434-12.3% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 17.29% | 166.71%-149.4pp | 134.42%-117.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $1,226 | $5,474-77.6% | $4,818-74.6% | $4,751-74.2% |
| Participant deferral / active EE | $5,239 | $6,519-19.6% | $5,680-7.8% | $6,710-21.9% |
| Admin fee / account holder | $2,659 | $16,150-83.5% | $13,210-79.9% | $11,403-76.7% |