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 | $89,880 | $209,411-57.1% | $178,490-49.6% | $158,922-43.4% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 12.98% | 188.75%-175.8pp | 151.07%-138.1pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,874 | $5,706-49.6% | $5,011-42.6% | $4,761-39.6% |
| Participant deferral / active EE | $3,963 | $5,954-33.4% | $5,202-23.8% | $5,982-33.7% |
| Admin fee / account holder | $3,717 | $17,074-78.2% | $13,984-73.4% | $11,246-66.9% |