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 | $93,004 | $185,822-50.0% | $169,993-45.3% | $139,434-33.3% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 18.08% | 60.50%-42.4pp | 53.37%-35.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,454 | $7,590-67.7% | $6,785-63.8% | $4,751-48.3% |
| Participant deferral / active EE | $5,957 | $11,622-48.7% | $10,408-42.8% | $6,710-11.2% |
| Admin fee / account holder | $450 | $15,381-97.1% | $12,815-96.5% | $11,403-96.1% |