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 | $107,813 | $159,602-32.4% | $150,045-28.1% | $142,382-24.3% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.3%-21.2pp | 80.1%-19.0pp |
| Annual return | 13.49% | 70.24%-56.7pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,379 | $4,961-72.2% | $4,693-70.6% | $4,299-67.9% |
| Participant deferral / active EE | $3,459 | $8,310-58.4% | $7,997-56.7% | $6,507-46.8% |
| Admin fee / account holder | $92,931 | $14,846+526.0% | $13,435+591.7% | $12,624+636.2% |