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 | $128,244 | $175,202-26.8% | $149,673-14.3% | $139,434-8.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 15.66% | 166.71%-151.1pp | 134.42%-118.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $2,548 | $5,474-53.5% | $4,818-47.1% | $4,751-46.4% |
| Participant deferral / active EE | $5,347 | $6,519-18.0% | $5,680-5.9% | $6,710-20.3% |
| Admin fee / account holder | $9,260 | $16,150-42.7% | $13,210-29.9% | $11,403-18.8% |