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 | $214,378-44.3% | $200,582-40.5% | $142,382-16.2% |
| Participation rate | 64.7% | 87.4%-22.7pp | 86.9%-22.2pp | 80.1%-15.4pp |
| Annual return | 14.73% | 46.41%-31.7pp | 42.33%-27.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,311 | $6,841-37.0% | $6,419-32.8% | $4,299+0.3% |
| Participant deferral / active EE | $9,607 | $9,865-2.6% | $9,331+3.0% | $6,507+47.6% |
| Admin fee / account holder | $35,713 | $17,692+101.9% | $16,305+119.0% | $12,624+182.9% |