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 | $103,441 | $198,466-47.9% | $170,442-39.3% | $147,584-29.9% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 11.51% | 257.29%-245.8pp | 205.93%-194.4pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,053 | $6,184-66.8% | $5,433-62.2% | $4,876-57.9% |
| Participant deferral / active EE | $5,850 | $5,629+3.9% | $4,939+18.4% | $5,439+7.6% |
| Admin fee / account holder | $1,351 | $16,852-92.0% | $13,880-90.3% | $10,885-87.6% |