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 | $111,857 | $152,587-26.7% | $125,175-10.6% | $152,861-26.8% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 16.86% | 54.84%-38.0pp | 43.79%-26.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,892 | $4,946-61.7% | $3,865-51.0% | $4,762-60.3% |
| Participant deferral / active EE | $4,030 | $5,868-31.3% | $4,937-18.4% | $5,850-31.1% |
| Admin fee / account holder | $9,367 | $13,434-30.3% | $9,702-3.5% | $11,596-19.2% |