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 | $99,300 | $106,584-6.8% | $101,326-2.0% | $142,382-30.3% |
| Participation rate | 25.0% | 82.7%-57.7pp | 81.5%-56.5pp | 80.1%-55.1pp |
| Annual return | 19.06% | 36.93%-17.9pp | 36.82%-17.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $5,978 | $3,956+51.1% | $3,665+63.1% | $4,299+39.0% |
| Participant deferral / active EE | $6,313 | $8,297-23.9% | $7,994-21.0% | $6,507-3.0% |
| Admin fee / account holder | $596 | $11,446-94.8% | $11,185-94.7% | $12,624-95.3% |