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 | $119,328 | $209,336-43.0% | $197,124-39.5% | $137,256-13.1% |
| Participation rate | 64.7% | 87.3%-22.6pp | 86.7%-22.0pp | 80.0%-15.3pp |
| Annual return | 14.73% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,311 | $6,591-34.6% | $6,227-30.8% | $4,156+3.7% |
| Participant deferral / active EE | $9,607 | $9,614-0.1% | $9,135+5.2% | $6,407+49.9% |
| Admin fee / account holder | $35,713 | $17,308+106.3% | $16,298+119.1% | $12,270+191.1% |