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 | $160,382 | $227,553-29.5% | $189,557-15.4% | $167,490-4.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 16.15% | 78.40%-62.2pp | 64.17%-48.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $4,306 | $5,316-19.0% | $4,412-2.4% | $4,837-11.0% |
| Participant deferral / active EE | $11,393 | $7,002+62.7% | $6,174+84.5% | $6,341+79.7% |
| Admin fee / account holder | $41,665 | $11,878+250.8% | $9,807+324.8% | $12,309+238.5% |