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 | $77,672 | $209,411-62.9% | $178,490-56.5% | $158,922-51.1% |
| Participation rate | 59.1% | 86.3%-27.3pp | 81.9%-22.8pp | 82.0%-22.9pp |
| Annual return | 13.21% | 188.75%-175.5pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,894 | $5,706-66.8% | $5,011-62.2% | $4,761-60.2% |
| Participant deferral / active EE | $4,919 | $5,954-17.4% | $5,202-5.4% | $5,982-17.8% |
| Admin fee / account holder | $18,850 | $17,074+10.4% | $13,984+34.8% | $11,246+67.6% |