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 | $163,103 | $227,553-28.3% | $189,557-14.0% | $167,490-2.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 14.56% | 78.40%-63.8pp | 64.17%-49.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $1,332 | $5,316-74.9% | $4,412-69.8% | $4,837-72.5% |
| Participant deferral / active EE | $5,766 | $7,002-17.7% | $6,174-6.6% | $6,341-9.1% |
| Admin fee / account holder | $5,457 | $11,878-54.1% | $9,807-44.4% | $12,309-55.7% |