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 | $111,084 | $149,679-25.8% | $117,039-5.1% | $147,584-24.7% |
| Participation rate | 62.5% | 83.5%-21.0pp | 77.2%-14.7pp | 82.8%-20.3pp |
| Annual return | 13.12% | 19.31%-6.2pp | 18.95%-5.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,725 | $4,937-65.1% | $3,785-54.4% | $4,876-64.6% |
| Participant deferral / active EE | $1,725 | $4,912-64.9% | $3,929-56.1% | $5,439-68.3% |
| Admin fee / account holder | $1,916 | $7,856-75.6% | $5,974-67.9% | $10,885-82.4% |