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 | $100,351 | $183,519-45.3% | $155,509-35.5% | $145,922-31.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.34% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,554 | $5,313-33.1% | $4,672-23.9% | $4,660-23.7% |
| Participant deferral / active EE | $4,000 | $6,462-38.1% | $5,626-28.9% | $6,688-40.2% |
| Admin fee / account holder | $19,663 | $19,313+1.8% | $15,912+23.6% | $13,397+46.8% |