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 | $107,706 | $127,065-15.2% | $113,168-4.8% | $142,382-24.4% |
| Participation rate | 61.5% | 79.2%-17.7pp | 76.6%-15.0pp | 80.1%-18.6pp |
| Annual return | 21.34% | 24.03%-2.7pp | 24.27%-2.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,534 | $3,442-55.4% | $2,975-48.4% | $4,299-64.3% |
| Participant deferral / active EE | $4,844 | $5,716-15.3% | $5,107-5.2% | $6,507-25.6% |
| Admin fee / account holder | $9,276 | $15,736-41.0% | $12,068-23.1% | $12,624-26.5% |