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 | $113,099 | $217,402-48.0% | $185,823-39.1% | $167,490-32.5% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 10.07% | 148.36%-138.3pp | 122.05%-112.0pp | 478.56%-468.5pp |
| Employer contribution / active EE | $3,404 | $5,873-42.0% | $5,167-34.1% | $4,837-29.6% |
| Participant deferral / active EE | $7,292 | $6,356+14.7% | $5,568+31.0% | $6,341+15.0% |
| Admin fee / account holder | $4,007 | $19,811-79.8% | $16,237-75.3% | $12,309-67.4% |